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 support2Fully 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 planning #LI-OnsiteQualificationsYou 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 contractors3 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.
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Northwestern Mutual is seeking a Financial Advisor in Anaheim, California to help clients achieve their financial goals. You will work on building personal relationships while developing customized financial plans and managing client portfolios. This role offers uncapped...Suggested
$61k - $119k
Northwestern Mutual is seeking a financial advisor in Anaheim, California, to help clients achieve their financial goals. As a financial representative, you'll start by building client relationships and obtaining required licenses. The role offers performance-based earnings...Suggested- A prestigious financial services organization is seeking a Regional Recruiter to help families achieve their financial goals. The successful candidate will provide financial guidance, create customized plans, and engage in community outreach. Required qualifications include...SuggestedFull time
$50k
Financial Advisor - Thrivent Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make… $50,000.00 yearly Full-time Financial...Hourly payFull time$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 hours$63.3k - $117.2k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Contract workPart timeLocal area- Alex Mora - State Farm Agent is seeking a Financial Services Administrator to join their team in Anaheim, California. The role involves establishing customer relationships and providing education on insurance options in a customer-focused manner. Successful candidates will...Base plus commission
- Alex Mora - State Farm Agent in Anaheim, California is seeking a Financial Account Representative to join their team. The role focuses on establishing customer relationships and educating clients about insurance options, providing a rewarding career with excellent income...
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...
- ...Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...Interim role
- A leading healthcare provider in California is seeking an International Financial Counselor to assist international patients with financial consultations and cost estimates. This role requires strong communication skills and the ability to analyze financial data. The ideal...Full time
$70k - $80k
.... This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds,...Temporary workMonday to FridayShift workDay shift- Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal candidate will have at least one year of relevant experience and must hold Series 7 & 66 licenses. This...
$70k - $80k
...FINRA. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements and requires completion of the SAFE Act background check....Monday to Friday$90k - $160k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...Full timeWork experience placementLocal area$80k - $110k
...Associate Wealth Advisor At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate...For contractorsWork at office- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
- ...highly motivated self-starter Collaborates effectively to get things done Displays passion, commitment and drive to improve clients' financial lives Confident in identifying solutions for clients' needs Communicates effectively and confidently Ability to learn and adapt to...Weekend work
- ...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
- Finance & Insurance Manager The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional...Work at office
$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- Northwestern Mutual College Financial Representatives internship program provides guidance, a framework for building an integrated financial planning practice, and access to experts and exclusive products within a Fortune 500 company. You will develop confidence, professional...InternshipLocal areaFlexible hours
$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and grows...Hourly payMonday to FridayShift workDay shift- IMA Financial Group, Inc. in Anaheim, CA seeks an Associate Financial Strategist (Employee Benefits) to support benefit strategy through financial analytics, reporting and modeling. The role will perform claims projections, benchmarking and renewal analysis while building...
$27.62 - $42.81 per hour
...everything from travel arrangements to coordinating medical appointments. What you will be doing in this role: The International Financial Counselor serves as a subject matter expert and interacts directly with international patients and families on financial consultations...Full timeShift work$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area
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