Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

Northwestern Mutual

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Oshkosh, WI vacancy
  • $61k - $119k

    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... 
    Suggested
    Work at office

    UNAVAILABLE

    Oshkosh, WI
    4 days ago
  •  ...the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed candidates over the past 8... 
    Suggested

    Professions Inc

    Oshkosh, WI
    a month ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Oshkosh, WI
    4 days ago
  • $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,... 
    Suggested
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Oshkosh, WI
    4 days ago
  • $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... 
    Suggested
    Full time
    Internship
    Local area

    UNAVAILABLE

    Oshkosh, WI
    1 day ago
  • $17 - $22.96 per hour

     ...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values... 
    Hourly pay
    Part time
    Night shift

    Associated Banc-Corp

    Oshkosh, WI
    1 day ago
  •  ...matter what industry you're joining us from. Service, accuracy, organization - you'll get to do it all in this role as you expand your financial services expertise. If you crave a work environment that has life-friendly hours, a community-centered vibe, and is a place where... 
    Work at office
    Monday to Friday
    Day shift

    Community First Credit Union

    Oshkosh, WI
    3 days ago
  • $17 - $22.96 per hour

     ...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values... 
    Hourly pay
    Night shift

    Associated Banc-Corp

    Oshkosh, WI
    15 hours ago
  • $98.18k - $115.5k

    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 to life,... 
    Full time
    Temporary work
    Local area
    3 days per week

    US Bank

    Oshkosh, WI
    1 day ago
  • $111.61k - $131.3k

    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 to life,... 
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Oshkosh, WI
    3 days ago
  •  ..., so does our business. To learn more about playing for Team Amcor, visit IYouTube Job Description ROLE OVERVIEW As a Financial Intern you will assist the Financial Services teams including Accounts Payable, Card Administration, Accounts Receivable and Cash... 
    Full time
    Temporary work
    Internship
    Worldwide
    Flexible hours

    Amcor Flexibles, LLC

    Oshkosh, WI
    4 days ago
  • $17 - $29.75 per hour

     ...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range... 
    Full time

    Old National Bank

    Neenah, WI
    4 days ago
  • At Community First, we believe the security of our technology and infrastructure is mission critical. As our Senior Information Security Analyst, you will be part of the Information Security team and work on-site at our home office located in Neenah, WI. You’ll be a key...
    Full time
    Temporary work
    Live out
    Work at office
    Work from home
    Home office

    Community First Credit Union

    Neenah, WI
    a month ago
  • $60k - $80k

     .... Supporting the preparation of proposals, RFPs, tenders, contract renewals, and client pricing requests by providing accurate financial analysis and pricing recommendations. Monitoring pricing performance against budgets and forecasts. Building financial models... 
    Bi-weekly pay
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours
    Night shift

    Fox World Travel Inc

    Oshkosh, WI
    10 days ago
  • Petco Job Opportunity Want to help pets live their best lives? We're proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco...
    Work at office
    Local area
    Night shift

    Petco Health and Wellness

    Oshkosh, WI
    5 days ago
  • $43.89k

     ...through the internal application process. Position Title Admissions Advisor Job Category Academic Staff Employment Type Regular Job Profile...  ...and families on admissions policies, academic offerings, financial aid, and student life. Evaluate freshman and transfer applications... 
    Casual work
    H1b
    Work at office
    Remote work
    Visa sponsorship
    Work visa
    Night shift

    University of Wisconsin Oshkosh

    Oshkosh, WI
    3 days ago
  •  ...Job Description Job Description We are looking for an experienced financial analyst to support manufacturing operations in Wisconsin by turning plant performance data into clear business insight. This role partners closely with site leadership to strengthen profitability... 

    Robert Half

    Oshkosh, WI
    12 days ago
  •  ...Business Analyst About the Role The Business Analyst analyzes financial and operational data to evaluate performance, identify trends, and support business decisions. This role prepares financial reports, forecasts, and profitability analyses; partners with cross-functional... 
    Contract work

    Hoffmaster

    Oshkosh, WI
    1 day ago
  • Jobs for Humanity is partnering with OneMain Financial to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing,... 
    Full time
    Traineeship
    Local area

    Dev

    Oshkosh, WI
    3 days ago
  •  ...ethic, and have a desire for a career in the automotive service industry, this position may be perfect for you! The Auto Service Advisor works with customers to determine their vehicle needs and services requested, verifies warranty coverage, develops estimates,... 
    Local area
    Flexible hours
    Night shift

    Fleet Farm

    Oshkosh, WI
    8 days ago
  • Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do! We are at the forefront of future engineering technologies, with solutions that ensure the success...
    Full time
    Live in
    Day shift

    Andritz

    Neenah, WI
    a month ago
  • $18 - $25 per hour

    Trillium Staffing is currently seeking someone who is looking for a career opportunity in the heavy-duty equipment industry in Oshkosh, WI. The ideal employee would have experience in parts, but our client is open to train. The Parts Runner will be talking with customers...
    Contract work
    Monday to Friday

    Trillium Staffing

    Oshkosh, WI
    5 days ago
  • We believe every mortgage represents a dream. As a mortgage Loan Processor, you'll play a critical role in turning our member's dreams into reality. Throughout the mortgage process, you'll champion WOW service as the liaison between our member and the loan originator. Your...
    Work at office

    Community First Credit Union | Wisconsin

    Neenah, WI
    4 days ago
  • $129.5k - $194.3k

    About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world...
    Contract work
    Work experience placement
    Work at office

    Plexus

    Neenah, WI
    4 days ago
  •  ...relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an...  ...; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a... 
    Part time
    Work at office
    Local area

    Nicolet National Bank

    Menasha, WI
    2 days ago
  • Aurora Health Care in Oshkosh, WI seeks a hospital communications operator to respond to and operate multi-function work stations, paging systems, emergency hotline, and alarm devices to answer and direct calls and support emergency response. The role provides an expeditious...

    Aurora Health Care

    Oshkosh, WI
    1 day ago
  •  ...Community First Credit Union is seeking a Member Service Representative to engage with members face-to-face, uncover financial needs, and offer appropriate deposit and loan products. You’ll open and service accounts, assist with transfers, and handle loan applications.... 

    Community First Credit Union | Wisconsin

    Neenah, WI
    16 hours ago
  • $125 per hour

     ...servicing, reporting, and documentation.Communicate professionally with clients, advisors, vendors, and internal team members.Maintain confidentiality and safeguard sensitive client and financial information.Assist with special projects and process improvement initiatives... 
    Permanent employment
    Work at office
    Monday to Friday

    Express Employment Professionals Defunct

    Neenah, WI
    1 day ago
  •  ...concepts such as fundamentals of plane geometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to financial and practical situations. Function effectively and productively within a team-focused work group. Have excellent customer service,... 
    Work at office

    Nercon Conveyor Systems

    Neenah, WI
    2 days ago
  •  ...senior leaders and branch staff alike Why Community First? When you join Community First Credit Union, you're not just working at a financial institution - you're joining a cooperative where every member is an owner. That means our focus is always on doing what's best for... 

    Community First Credit Union | Wisconsin

    Neenah, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!