Financial Advisor
$61k - $119kUnavailable
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 focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance‑based earnings and revenue: Average advisor annual earnings of $61K-$119K (based 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship‑building or client‑facing roles Excellent time‑management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre‑payment and reimbursement program. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
$61k - $119k
...Financial Advisor OpportunityBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor (with nationally ranked training program) Join Our Team For over 167 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. No financial experience...SuggestedWork experience placement
$80k - $90k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- Northwestern Mutual is seeking a Financial Advisor to join our nationally ranked training program. No financial experience is required; we will train, coach, mentor and develop you to deliver expert advice to clients. The program provides robust training, planning tools...Suggested
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hours- ...Financial Aid Advisor - Lincoln Tech - East Windsor campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- ...Summary of Responsibilities: PV Financial Group is seeking a local, community-minded, and driven individual to join our growing financial... ...needs and objectives: o Establish and define the client/advisor relationship o Gather data, including goals o Analyze and...Local area
- ...Company Description Northwestern Mutual is a leading financial services organization that helps individuals and families build long-term financial security through personalized, people-first planning. With substantial assets under management and a broad portfolio of solutions...Full timeFor contractorsInternship
$72.28k - $108.16k
...with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Full timeWork at officeLocal areaWork from homeFlexible hours$50k - $60k
...Training & development About Us We are a full-service financial planning and investment advisory firm located in downtown... ...to gain hands‑on experience under the mentorship of a seasoned advisor. Position Summary The Associate Financial Planner will...Full timeSummer workInternshipWork at officeImmediate startRemote workMonday to Friday$96k - $120k
...success of the Sales FP&A team, providing a high degree of proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and finance departments to resolve issues affecting the line of business P&L....Full timeWork experience placementFlexible hoursShift work- ...The Opportunity Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant—where you’ll bring hands‑on financial leadership and rigorous oversight to a high‑impact strategic spend portfolio. Your work will directly strengthen value realization...Work experience placementWork at office
$25 - $38.46 per hour
...Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementFlexible hoursDay shift- About the Company- Hybrid Role: Springfield Ma Area As a Senior SOC Analyst, you will play a pivotal role in defending critical infrastructure. About the Role As a Senior SOC Analyst, you will operate independently with minimal supervision to detect, analyze...
$60k - $63k
...Financial Aid Counselor In 1839, Westfield State University was founded on the ideals of Horace Mann who sought to improve society through education. We were the first public higher education institution in the US without barriers of race, gender or economic class....Permanent employmentFull timeLocal areaImmediate startMonday to FridayShift workNight shift- Grenier Financial Services, a full‑service financial planning and investment firm in Springfield, MA, seeks an Associate Financial Planner eager to learn and grow under a seasoned advisor. You will support the principal advisor in financial planning, client service, and...
$50k - $60k
About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build... ...structured mentorship and a clear path toward becoming a full advisor. Benefits 401(k) Bonus based on performance Opportunity for...Full timeSummer workInternshipWork at officeRemote workMonday to Friday- Grenier Financial Advisors in Springfield, MA is seeking an Associate Financial Planner to join a client‑facing, mentorship‑driven practice while pursuing the CFP designation. You will work closely with senior advisors to deliver comprehensive financial plans and deliver...
- ...motivated and detail-oriented Fund Accountant to join our growing team. In this role, you will be responsible for the accounting and financial reporting of open- and closed-ended investment funds under UK GAAP, US GAAP, and/or fair value principles. This position offers...
$25 - $26.77 per hour
...Bank Of America Job Posting 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...educate on self-service options, and process cash transactions accurately. The role emphasizes deep client conversations to understand financial goals and connect customers to appropriate solutions. This position supports in-office operations across Massachusetts. Candidates...Work at officeWeekend work
- A leading financial institution in Springfield, MA is looking for an Associate Relationship Banker to enhance client experiences and provide financial solutions. In this role, you will leverage technology and personal interactions to meet client needs in a welcoming branch...
- M&T Bank in Chicopee, MA is seeking a Customer Sales Specialist to identify needs, outreach for banking solutions, and refer complex requests to the right team. You will manage appointments, educate clients on products, and uphold retail and risk controls. The role emphasizes...
- Bank of America in Massachusetts is seeking a frontline Client Service Associate who engages clients in the lobby, educates them on self-service channels like ATM, online banking, and mobile banking, and processes cash transactions accurately. The role emphasizes building...
$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly pay$21 per hour
...complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Hourly payLocal areaFlexible hoursAfternoon shift- ...Responsible for providing a variety of teller functions in order to provide credit union members with quality service involving their financial transactions.• A key component of this position is to identify the needs of each member you service and suggest credit union...Full timeSecond jobWork at officeFlexible hours
$18 - $23.08 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift
$18 - $26.21 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards...Hourly payLocal areaImmediate start
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