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 UNAVAILABLE
$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- ...Job Description e 2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee...SuggestedFull timeWork at officeMonday to Friday
$61k - $250k
Join Northwestern Mutual as a financial advisor in Germantown, Wisconsin. This unique opportunity allows you to help clients with financial planning, offering a compensation range between $61K and $250K per year based on performance. Ideal candidates will have a Bachelor...Suggested- Northwestern Mutual is offering an internship for College Financial Representatives to build a financial planning practice while studying. You’ll learn prospecting, develop strategies, and meet potential clients, supported by exclusive products and a Fortune 500 backing...SuggestedInternshipFlexible hours
- Northwestern Mutual invites motivated college students to join its internship program as College Financial Representatives. You will learn to build a financial planning practice, prospect clients, and gain exposure to proprietary planning software while receiving coaching...SuggestedInternshipFlexible hours
- ...Financial Advisor Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established...
$200k
...Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $250k
Financial Advisor - Career Changers Encouraged to Apply! Financial Advisor - Career Changers Encouraged to Apply! Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices Continue with Google Continue with Google Continue with...Full timeContract workFor contractorsWork at office- Financial Advisor - Career Changers Encouraged to Apply! You don’t need a background in finance or sales, just the grit to grow and the heart to help others . Looking for more meaning in your work? If you have the desire and conviction around helping others, we’ll teach...Flexible hours
$250k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In...- Drake & Associates in Wisconsin is seeking a client-focused Financial Advisor to join our Mequon team. The role offers guaranteed appointments with seminars and referrals, eliminating cold prospecting while you help clients plan retirement and investments. Bring Series...
$61k - $250k
Become a financial advisor at Northwestern Mutual in Mequon, Wisconsin. This role involves growing a client base, managing financial plans, and achieving goals through personalized service. Compensation ranges from $61,000 to $250,000 per year with comprehensive training...$18.78 - $26.29 per hour
Employment Type: Full time Shift: Day Shift Description: Job Title: Financial Counselor Employment Type: Full-time Shift: Day (SUMMARY) Position Highlights: Competitivesalary Benefits- Medical, Dental & Vision, PTO, Free Parking, Metro Access, Tuition Reimbursement...Hourly payFull timeWork at officeLocal areaFlexible hoursShift workDay shift$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 a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$86.36k - $101.6k
...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Holy Cross Health in Germantown, WI seeks a Financial Counselor to assist patients with billing and financing their healthcare, applying the financial assistance policy with fairness and accuracy. The role requires bilingual English/Spanish communication, strong auditing...
$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate start- Northwestern Mutual is recruiting College Financial Representatives in its internship program to guide you in building an integrated financial planning practice while you study. You will gain hands-on client exposure, coaching, and access to exclusive products within a...Full timeInternshipFlexible hours
- Northwestern Mutual - Mequon is seeking energetic individuals to become Financial Advisors. You don’t need a finance or sales background—bring grit to grow and a heart to help others. We’ll teach you the rest while you build a meaningful, client-focused practice with the...Flexible hours
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$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...Full timeInternshipLocal areaFlexible hours- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...finance organization. Rather than a traditional accounting profile, we are looking for a commercially curious thinker who can turn financial data into insights and actions. The ideal candidate is hands-on, thrives in a dynamic environment, and can drive process...Local areaWorldwideRelocation1 day per week
- Job Description:Milwaukee Tool is seeking a highly motivated, experienced Senior Financial Analyst with 4 to 6 years of experience to join our FP&A Team. This position partners closely with our Information Technology (IT) Organization, providing in-depth financial support...
- 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....Work at officeFlexible hoursShift workWeekend workDay shift
- BMO Financial Group in Wisconsin is seeking a customer-facing role focused on delivering tailored financial solutions and exceptional service. You will engage customers to assess needs, propose appropriate banking and lending options, and guide clients to digital tools...
$30k
Dane Allen - State Farm Agent in Sussex is looking for a Financial Services Position Team Member to join their team. The role involves educating customers about insurance options and developing leads through value-based conversations. The ideal candidate will be self-motivated...Base plus commission- BMO Harris Bank is seeking a customer-focused professional in Wisconsin to deliver exceptional service and act as a trusted advisor for banking solutions. You will conduct needs-based assessments, guide clients through available products, and collaborate with branch partners...
- ...Floater. This role rotates across our Richfield, Slinger, West Bend and Hartford locations, delivering relationship-based service and financial solutions. You’ll welcome customers, process transactions, open and service accounts, and educate clients on digital tools while...Full timeMonday to Friday
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