Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
Financial Advisor Opportunity At Northwestern MutualBecoming 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 AnalysisNorthwestern 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.ResponsibilitiesAs a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern 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 & BenefitsPerformance-based earnings and revenue:Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early developmentRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing supportFully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planningQualificationsYou could be right for this opportunity if you have:Bachelor's degreeEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of motivation and driveLegal authorization to work in the US without sponsorshipOur Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.*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.1No level of income is guaranteed. As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 20242Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.Pay RangeUSD $61,000.00 - USD $250,000.00 /Yr.
$70k - $90k
...Associate Financial AdvisorWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...information, please visit are excited to welcome an Associate Financial Advisor to our growing Madison, WI team. In this role, you will partner...SuggestedFull timeFlexible hours- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial...SuggestedWork experience placement
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$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours$50k
Elephas, a Madison, WI based biotechnology start-up company, is seeking a highly motivated Buyer Planner to join our team. Applicants should be comfortable in a fast-paced and collaborative environment. This position is responsible for planning and procuring materials to...Full time- ...Some Truth podcast and have been recognized among the top wealth advisors in our state. We need a sharp, capable advisor to work... ...fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including...Work at officeRemote workRelocation package
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$60k
Are you passionate about helping clients make confident financial decisions and achieve long-term goals? Our client, a well-respected and... ...in Madison, WI is seeking a Licensed Associate Financial Advisor to join their collaborative team. In this role you'll work directly...- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
- ...Entry Level Financial Advisor Location: United States-WI-Madison Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...Work experience placementWork at officeLocal areaFlexible hours
- ...production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within...
- Northwestern Mutual in Town of Middleton is seeking College Financial Representatives for an internship that offers the opportunity to build an integrated financial planning practice. You'll gain access to training, coaching, and resources to help clients achieve financial...Full timeInternshipFlexible hours
- Northwestern Mutual is offering an internship program for College Financial Representatives in the Town of Middleton, Wisconsin. This unique opportunity allows you to build an integrated financial planning practice while receiving guidance and support from a Fortune 500...Full timeInternshipFlexible hours
$70k - $90k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...please visit We are excited to welcome an Associate Financial Advisor to our growing Madison, WI team. In this role, you will partner...Full timeTemporary workFlexible hours$90k - $135k
Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of... ...investments, insurance, banking and generosity. Voyage Financial Advisors is an independent financial services practice of Thrivent in...Full timeWork at officeLocal areaFlexible hours3 days per week- ...We're not backfilling a seat. We're looking for a future partner. Preferred Wealth Advisors is in a strong period of growth, and we're building the team to match it. We're hiring one experienced advisor who can walk in, sit down with clients, and add value in the first...
- ...Savant Wealth Management in Middleton, WI is seeking an Associate Advisor to support clients, develop financial plans, and learn The Savant Way while progressing toward CFP certification. This entry‑level role emphasizes technical planning, client relationships, and business...
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
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$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...BMO Financial Group in the United States is seeking a senior Relationship Manager for high-net-worth clients to deliver a comprehensive wealth management experience integrating banking, investments, and planning. You will coordinate cross-disciplinary teams to craft tailored...
- ...Isthmus Partners is seeking a client-centric Wealth Advisor to work closely with Senior Wealth Advisors and manage a subset of high-net... ...responsibility over time. You will participate in holistic financial planning, IPS creation, asset allocation, and tax-optimized portfolio...
$81.86k - $120.41k
...serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We... ...Private Wealth Management, your story is our focus. As the Wealth Advisor, you will lead a highly integrated team-based approach working...Work at officeLocal areaFlexible hours$91.8k - $171k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...Full timeContract workPart timeLocal areaShift work- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust,...Full time
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