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 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 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 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 on company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 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-OnsiteQualifications You 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 ; 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 Naples, FL vacancy
  •  ...in job posting.   Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career...  ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client... 
    Suggested
    Full time
    Work at office

    First Horizon Bank

    Naples, FL
    18 days ago
  • $82k

     ...Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice. Hiring in SW Florida: Fort Myers, Cape Coral, Naples, Bonita Springs, Lehigh Acres, LaBelle, and surrounding Lee, Collier and Charlotte County... 
    Suggested
    Live in
    Visa sponsorship
    Relocation package

    Northwestern Mutual Bouchard Financial Group

    Naples, FL
    5 days ago
  •  ...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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders... 
    Suggested
    Temporary work
    Shift work
    Day shift

    Bank of America

    Naples, FL
    2 days ago
  •  ...HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies-which includes HBK CPAs & Consultants, Vertilocity, and HBKVG-we provide... 
    Suggested
    Temporary work
    Local area
    Flexible hours
    Night shift

    HBKS Wealth Advisors

    Naples, FL
    5 days ago
  •  ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors and Cabot, Inc.

    Naples, FL
    3 days ago
  • $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... 
    Work at office

    UNAVAILABLE

    Naples, FL
    1 day ago
  • $80k - $100k

    Job Description Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with... 
    Permanent employment

    Baystate Financial

    Naples, FL
    5 days ago
  • Launch Your Financial Planning Career with an Established Wealth Management Team Nardella Financial Group , a private wealth advisory practice...  ...is seeking a motivated and client-focused Associate Financial Advisor (AFA) to join our growing team in Naples, Florida. This... 
    Private practice

    Ameriprise Financial Services, LLC

    Naples, FL
    5 days ago
  •  ...Description As a Financial Consultant, you will play a pivotal role in helping clients make informed financial decisions, develop strategies...  ...position. Primary Responsibilities Serve as a trusted advisor, guiding clients through financial planning, investment... 
    Temporary work
    Remote work
    Flexible hours

    Moran Wealth Management LLC

    Naples, FL
    2 days ago
  • $87.4k - $123.4k

     ...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Careers

    Naples, FL
    21 hours ago
  •  ...Financial Consultant Location: Naples, FL 34109-2772 The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist... 
    Bank staff
    Local area
    Night shift

    Flagstar Bank

    Naples, FL
    5 days ago
  • State Farm Agent in Naples, FL is seeking a dedicated Insurance and Financial Services Team Member. In this role, you will drive growth by identifying customer needs and delivering tailored insurance solutions. Your proactive sales approach and relationship-building skills... 

    State Farm Agent

    Naples, FL
    1 day ago
  •  ...is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual...  ...made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel. Bessemer Trust retains its original... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    6 days ago
  •  ...prospective, ultra-high net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals within your assigned...  ..., CFA preferredIdeally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    6 days ago
  • $152.37k - $186.23k

     ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Naples, FL
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and...  ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Naples, FL
    4 days ago
  •  ...One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Professions

    Naples, FL
    1 day ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively...  ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Naples, FL
    5 days ago
  •  ...Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Lawhon Network! Why Current and Former Athletes Could Thrive Here: We recognize the unique... 
    Internship
    Work at office
    Home office
    Flexible hours

    Northwestern Mutual - Lawhon Network

    Naples, FL
    12 days ago
  •  ...Job Description Job Description Description: As a Financial Advisor, you will be responsible for managing and expanding a portfolio of clients by nurturing existing relationships and actively pursuing new business opportunities. This role blends client retention with... 
    Temporary work
    Remote work
    Flexible hours

    Moran Wealth Management LLC

    Naples, FL
    17 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Bank Corp.

    Naples, FL
    5 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... 
    Full time
    Internship
    Local area

    UNAVAILABLE

    Naples, FL
    2 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Naples, FL
    5 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third

    Naples, FL
    1 day ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Naples, FL
    3 days ago
  •  ...private wealth management firm is seeking an Associate Wealth Advisor to support the development of new relationships with ultra-high...  ...MBA required; CFA preferred. Five or more years of experience in financial services preferred, with exposure to wealth management,... 
    Work at office

    Leeds Professional Resources

    Naples, FL
    1 day ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Naples, FL
    5 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Naples, FL
    5 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Naples, FL
    more than 2 months ago
  •  ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Naples, FL
    4 days ago

Do you want to receive more vacancies?

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