Financial Advisor
$61k - $119kPomona College
Job Availability Expires on July 1, 2026. 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. Responsibilities 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. Qualifications Entrepreneurial ambitions to be a business owner. History of success in relationship-building or client-facing roles. Desire for continuous learning and collaboration. Proficient critical thinking skills. Strong sense of motivation and drive. Legal authorization to work in the US without sponsorship. Benefits Performance-based earnings and revenue: average advisor annual earnings of $61,000-$119,000 (based on 2018‑2023 company average for representatives in the first 3 years); top 25% advisor annual earnings of $137,000-$250,000. 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. 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. Licensing Requirements 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. #J-18808-Ljbffr Pomona College
$70k - $80k
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...SuggestedTemporary workMonday to FridayShift workDay shift$25 - $28.75 per hour
PRIMARY PURPOSE/GENERAL DESCRIPTION: Reporting to the Director of Financial Aid and working closely with the Associate Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising and counseling prospective students, current students and...SuggestedHourly payFull timeWork at officeMonday to Friday- Job Description Summary The Financial Aid Advisor is responsible for managing the student aid applicant process, utilizing a culturally competent and service-based approach to meet the needs of students and families while adhering to the policies and procedures mandated...SuggestedWork at office
- Pomona College is seeking a dedicated financial advisor to help clients achieve their financial goals through personalized financial planning. As a representative, you will focus on building client relationships while obtaining necessary licenses with support from award...Suggested
- An established industry player in asset management is seeking a Junior Financial Advisor to enhance profitability by supporting advisory partners. This role involves ensuring compliance, managing documentation, and engaging with high-profile clients. The ideal candidate...Suggested
- This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and...Work at officeFlexible hours
$60k - $120k
New York Life is hiring an Insurance/Financial Sales Agent in San Dimas, California. This role offers a unique opportunity to assist clients in achieving their financial goals while building a rewarding career. Ideal candidates will possess strong people skills, sales experience...- A higher education institution in California is seeking a Financial Aid Advisor responsible for managing the student aid applicant process. The advisor will serve as the primary point of outreach and customer service for applicants and families, ensuring compliance with...
$22 - $30.57 per hour
...Overview POSITION SUMMARY The Financial Counselor ensures reimbursement is secured for San Antonio from insurance, patients or other responsible parties. Also assists patients in understanding their health care insurance coverage and patient liability by determining...Daily paidSan Antonio Regional Hospital
Upland, CA5 days ago- Joshua Marsh - State Farm Agent in Upland, California, is searching for a dedicated Insurance and Financial Services Position. You will play a crucial role in building strong client relationships while offering viable financial planning and insurance advice. This position...Flexible hours
$70.3k
...Job Summary The Financial Aid Counselor at Western University of Health Sciences provides individualized counseling and support to graduate professional students regarding financial aid programs, including federal and private loans, scholarships, Federal Work-Study (FWS...Local areaMonday to FridayAfternoon shiftWestern University of Health Sciences
Pomona, CA1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Ontario, CA3 days ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Rancho Cucamonga, CA2 days ago$28.53 - $38.51 per hour
...Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put...West Coast University
Ontario, CA4 days ago$60k - $120k
Overview Our Insurance/Financial Sales Agent role has allowed qualified individuals the opportunity to step into a client’s life to help... ..., but more importantly, we have confidence in our agents and advisors to thoughtfully recommend and implement which financial...$60k - $120k
New York Life - Greater Los Angeles in San Dimas, California, seeks an Insurance/Financial Sales Agent to help clients achieve financial goals. You will guide individuals and businesses in developing personalized financial strategies while building strong relationships...$45k - $100k
...accountability. Skills/Requirements A bachelor’s degree is strongly preferred or equivalent work‑related experience within the securities/financial services industry. Financial services and/or sales experience. Financial services registration, licensing, or certification....Traineeship- Bank of America is seeking a qualified financial advisor in Glendora, California, to provide comprehensive financial advice and solutions tailored to client needs. The advisor will work closely with clients to develop financial plans and recommend relevant products. The...
- Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Ontario, California. This unique role allows you to help clients achieve their financial goals while building your own practice. You'll grow your client base, design personalized financial plans...
$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in West Covina, California, to guide clients with personalized financial advice. As a new advisor, you will undergo comprehensive training to secure necessary industry licenses, including SIE, Series 7, and...Hourly pay$61k - $250k
Northwestern Mutual is offering a unique opportunity for a Financial Advisor in Ontario, California. This role involves client-building, developing personalized financial plans, and managing client relationships throughout their financial journey. With a performance-based...$61k - $119k
Financial Advisor Opportunity 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...Work at office- Strategic Fortune Wealth Management , a premier boutique financial firm in Greater Los Angeles, is seeking dynamic and ambitious professionals... ...to join our expanding team. We offer a robust platform for advisors to elevate their careers in the financial services industry,...Local areaFlexible hours
$70k - $80k
Bank of America Financial Advisor 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...Temporary workWork at officeMonday to FridayFlexible hours- ...Job Description Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of licensed professional advisors. Candidates will need to be talented, driven...
Strategic Fortune Wealth Management
West Covina, CA23 days ago - ...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, respect...Flexible hours
Charles Schwab
Upland, CA4 days ago - Chase in Upland, California is looking for a Private Client Advisor to offer comprehensive financial planning and investment solutions. In this role, you will interact with clients, providing a high level of service and fostering strong relationships. The ideal candidate...
- ...finance. Key responsibilities include reviewing AI outputs for correctness and providing structured feedback. Preferred qualifications include a Master’s or PhD in a finance-related field and expertise in financial reasoning and analysis. #J-18808-Ljbffr Data AnnotationRemote jobFor contractorsWork from home
- Strategic Fortune Wealth Management in West Covina, CA is seeking motivated Financial Advisors to join their team. The ideal candidates will thrive on building client relationships and implementing marketing strategies to enhance their practices. This role offers the potential...Flexible hours
- A leading health sciences university in California is seeking a Financial Aid Counselor to provide individualized support and counseling to graduate professional students regarding financial aid programs. The Counselor will ensure compliance with various regulations and...
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