Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Northwestern Mutual

Financial Advisor - Career Changers Welcomed! (Training Provided) Northwestern Mutual is dedicated to helping individuals achieve financial clarity with personalized, long‑term planning focusing on their unique needs and goals. With $265 billion in assets under management and over $1.8 trillion in life insurance protection, we have been helping over 4.5 million clients with solutions like life, disability income, and long‑term care insurance, alongside investment and wealth management services. Our strength lies in our diverse and nationwide field force of financial advisors, backed by corporate offices in Milwaukee and New York. We pride ourselves on fostering growth and inclusivity in shaping the future of financial security. This is a full‑time hybrid role as a Financial Representative based in Columbus, OH, with the flexibility to work remotely as needed. As a Financial Representative, you will help clients create comprehensive financial plans tailored to their goals. Responsibilities include educating clients on financial planning strategies, providing advice on investments, insurance, and retirement planning, and ensuring financial strategies align with client objectives. The role involves building lasting relationships with clients and staying updated on financial industry changes. Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments Intermediate understanding of Insurance and Finance concepts Excellent interpersonal and communication skills for building client relationships Problem‑solving abilities and a client‑focused mindset Previous experience in sales or customer‑focused roles is a plus Relevant certifications or licensing (e.g., Life and Health Insurance License, Series 7 or 63) are beneficial Bachelor’s degree in Finance, Business, Economics, or a related field is preferred #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Upper Arlington, OH vacancy
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Work at office

    Unavailable

    Upper Arlington, OH
    5 days ago
  •  ...schedule Health insurance Opportunity for advancement Profit sharing Training & development Job description: Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to... 
    Suggested
    Full time
    Local area
    Flexible hours

    CODY J BEATTY

    Upper Arlington, OH
    2 days ago
  •  ...insurance Flexible schedule Health insurance Opportunity for advancement Profit sharing Training & development Job Description Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to... 
    Suggested
    Full time
    Local area
    Flexible hours

    CODY J BEATTY

    Upper Arlington, OH
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Upper Arlington, OH
    2 days ago
  •  ...Join a growing retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You\'ll provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. Our marketing team supplies... 
    Suggested

    Teksky LLC

    Columbus, OH
    1 day ago
  •  ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training...  ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan... 
    Immediate start

    MassMutual

    Dublin, OH
    1 day ago
  •  ...Overview We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Dublin, OH . Responsibilities Develop meaningful and lasting relationships with clients and their families. Develop advising strategies for clients in investment planning... 
    Full time
    Work at office
    Immediate start

    The Well Recruiting Solutions

    Dublin, OH
    5 days ago
  • $100k

     ...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs... 
    Bi-weekly pay
    Local area
    Remote work

    KEMBA Financial Credit Union

    Columbus, OH
    2 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Columbus, OH
    1 day ago
  • $65k - $75k

     ...Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is... 
    Full time
    Work at office

    Masis Professional Group

    Columbus, OH
    1 day ago
  • $48k - $100k

     ...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the... 
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    4 days ago
  •  ...First Command is seeking Financial Advisors who will coach military families in achieving financial security. Advisors will provide personalized financial planning while engaging with the community and military organizations. The role offers comprehensive training, licensing... 

    First Command

    Columbus, OH
    4 days ago
  • $70k - $170k

     ...experience, and a strong work ethic. We do not require prior financial experience or licensing. We pay for you to obtain your licensing...  ...and growth plan. The majority of our new representatives/advisors join without prior financial planning experience, but our average... 
    Full time
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Kevin Watters Financial Planning & Wealth Management

    Upper Arlington, OH
    10 days ago
  •  ...monitor performance, and provide actionable insights. This role is ideal for an early-career professional looking to grow expertise in automotive incentives and business operations, with opportunities to contribute to budgeting and financial processes #J-18808-Ljbffr... 

    Mitsubishi Motors North America

    Columbus, OH
    4 days ago
  • $75k - $150k

     ...Job Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and...  ...achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning... 
    Full time
    Contract work
    Relocation package
    Monday to Friday
    Flexible hours

    NICHOLAS J MINICH

    Columbus, OH
    5 days ago
  •  ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 

    Thrivent

    Columbus, OH
    more than 2 months ago
  • $100k

     ...Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises: NoneStatus: ExemptObjectiveThe Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping... 
    Bi-weekly pay
    Local area

    KEMBA Financial Credit Union

    Columbus, OH
    2 days ago
  •  ...Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This role focuses on supporting existing client relationships and learning the advisory... 
    Private practice

    Jamba Juice

    Worthington, OH
    4 days ago
  •  ...Teachers Insurance and Annuity Association of America is seeking a Financial Consultant to provide in-person and virtual counseling on TIAA products and services. The role includes preparing financial plans for participants, new entrants, and beneficiaries, with travel... 
    Hourly pay
    Remote work
    3 days per week

    Teachers Insurance and Annuity Association of America

    Columbus, OH
    3 days ago
  • $107.9k - $172.64k

     ...Job Description Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business strategy, and enterprise transformation. This highly visible role goes beyond traditional finance, partnering... 
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Columbus, OH
    2 days ago
  • $28.85 - $33.65 per hour

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Columbus, OH
    2 days ago
  • $97k - $180k

     ...extraordinary care.This role is responsible for supporting the financial statement preparation and management of internal business partner...  ....The national salary range for Consultant, Financial Reporting Advisor : $97,000.00-$180,000.00The expected starting salary range for... 
    Full time
    Temporary work
    Part time
    For contractors
    Casual work
    Work at office
    Local area
    2 days per week

    Nationwide

    Columbus, OH
    3 days ago
  •  ...25 applicants Direct message the job poster from Thrivent Senior Sourcing Recruiter at Thrivent ● Join our Team of Talented Financial Advisors Who Engage in Meaningful Work and Thrive in a Purpose Driven… Meaningful work. Rewarding career. Make an impact providing expert... 
    Full time

    Thrivent

    Columbus, OH
    4 days ago
  • Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference... 

    Thrivent

    Columbus, OH
    4 days ago
  •  ...Dublin, OH 43017Position Type: Full TimeOhio - In office About 49 Financial At 49 Financial, we’re passionate about developing the next...  ...a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    49 Financial

    Dublin, OH
    1 day ago
  •  ...Wicklow. You will develop new business opportunities within your own locality. Through face-to-face meetings you will analyse the financial needs of clients and provide solutions that will help them achieve their goals. You will identify markets where you can build a referral... 

    Back4good

    Dublin, OH
    5 days ago
  •  ...business development role based in Dublin, Ohio. You will be responsible for developing new business opportunities, analyzing the financial needs of clients, and building long-term relationships. This role is ideal for self-starters and competitive individuals driven to... 

    Back4good

    Dublin, OH
    5 days ago
  •  .... Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to... 
    For contractors
    Local area
    Flexible hours
    Shift work

    First Command

    Columbus, OH
    1 day ago
  •  ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s...  ...opportunities are posted here as they become available. Voya Financial Advisors® , Inc., a leading independent broker-dealer in the defined... 
    Local area

    Voya Financial Advisors

    Columbus, OH
    2 days ago
  • A leading financial services firm in Dublin, Ohio, seeks an Advisor to help clients create personalized financial plans. Responsibilities include supporting financial professionals, marketing to acquire new clients, and promoting professional growth. The ideal candidate... 

    MassMutual

    Dublin, OH
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!