Financial Advisor
Northwestern Mutual
Northwestern Mutual seeks a Financial Advisor to join our Wellesley Hills office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. 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 throughevery stage of life The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals. Additionally responsible for day-to-day client relationship management and financial advisory. Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector - Prior financial services experience is *not* required, and recent graduates are also invited to apply. Legal authorization to work in the US without sponsorship Training and Development: 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. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. This position starts out as onsite at our Wellesley, MA offices, Monday - Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the Boston metro area prior to start. Compensation: Performance-based earnings and revenue Additional income structure to support training and early development Support for insurance licensing, Securities Industry Essentials®, Series 6, SIE, Series 63, and more Fully company-funded retirement package and pension plan Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide. #J-18808-Ljbffr
$36k - $150k
...The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and...SuggestedPermanent employmentWork at officeShift work- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments...SuggestedWork at officeWeekday work
$61k - $119k
...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...SuggestedFull timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Bank of America Overview 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...Temporary workWork at officeMonday to FridayShift workDay shift
$70k - $110k
...Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism... ...with a fast-track opportunity to grow into a Senior Financial Advisor position within 5 years. Individual will work with the Senior Financial...Full timeFlexible hours$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 hours$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$80k - $95k
...Overview Servicing Financial Advisor - Boston area – Wealth Services Location: On‑Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies...Work at officeLocal area- ...in Needham, MA seeks an energetic, organized individual to support a growing advisory practice. You will work with the Senior Financial Advisor to provide investment and financial planning services, while handling paperwork and client communication. The role offers a fast...Local area
- ...service and expertise, then we would like to talk to you! Our well-established and growing financial advisory firm is expanding and seeking to add a Servicing Financial Advisor to our Team! The Servicing Financial Advisor will assist with new client onboarding, meet with...Work at officeAfternoon shiftWeekday work
- ...The Bulfinch Group seeks a Financial Advisor to serve individuals and businesses in Needham, MA, providing access to financial products and services to protect assets, build wealth, and plan for the future. You will have the autonomy to grow your practice your way, with...Work at office
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...Johnson Brunetti in Needham, MA is looking for an Advisor to join their team. The role involves meeting with clients to provide financial planning and build strong relationships. Good candidates will have a college degree, multiple financial designations, plus over six...
$61k - $250k
Northwestern Mutual in Wellesley, MA is seeking a Financial Advisor to assist clients with financial planning and achieve their goals. This role offers comprehensive training and resources, allowing you to build personalized financial plans and manage client relationships...$61k - $119k
Northwestern Mutual is seeking a Financial Advisor in Wellesley, Massachusetts. In this role, you will help clients achieve their financial goals through tailored planning. The position emphasizes client-building, and the company offers comprehensive training for your first...- ...Northwestern Mutual is seeking college students for its internship program as College Financial Representatives. You will learn to prospect, build a client base, and develop a personal financial planning practice with support from a Fortune 500 company. You’ll gain hands...Full timeInternshipFlexible hours
- Northwestern Mutual in Wellesley Hills invites applications for a Financial Advisor role suitable for new graduates and career changers. You’ll learn to grow a client base, design holistic financial plans, and guide clients through life events while earning through performance...
$80k - $90k
..., and other life goals through investment advice and guidance. Advisor Development Program The Advisor Development Program is designed... ...to make a career transition and pursue a passion for becoming a Financial Advisor. As a Merrill Advisor Development Program - Financial...Interim roleImmediate start$45k - $100k
...Financial Advisor PositionJoin 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- ...Financial Solutions Advisor - Northern MA Market Billerica, Massachusetts;Bedford, Massachusetts; Burlington, Massachusetts; Concord, Massachusetts; Wilmington, Massachusetts; Beverly, Massachusetts To proceed with your application, you must be at least 18 years...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$72.2k - $120.3k
...Financial Advisor | Greater Boston Market Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve. At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking...- ...Financial AdvisorBoston, Massachusetts, United StatesWe are recruiting for a top tier advisor/team in the greater Boston market.If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the country's largest private banks, this...
$150k
...Financial Advisor Financial Advisor 2+ to 5 years experience Job Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working relationships and trust among...Work experience placementWork at office- ...Investment Advisor Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader... ...good. We are looking to hire a dynamic investment advisor with financial planning experience. Responsibilities include maintaining...Work at officeLocal areaRemote workFlexible hours
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives...Work at officeWorldwide
- ...personalized investment recommendations using our Manulife John Hancock product offering(s). Supported with an array of resources, Financial Consultants at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and...Temporary workLocal areaFlexible hours
$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...
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