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

Financial Advisor

$61k - $119k

UNAVAILABLE

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

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Poughkeepsie, NY vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Poughkeepsie, NY
    2 days ago
  •  ...Job Description 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... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Highland, NY
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Syracuse, New York; Poughkeepsie, New York; Saratoga Springs, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (... 
    Suggested
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Poughkeepsie, NY
    1 day ago
  • $24 - $37.94 per hour

     ...employees — including members of Northwell Health Physician Partners— who are working to change health care for the better. Summary Financial Counselor is responsible for assisting primarily uninsured and under‑insured patients as they move through the financial continuum... 
    Suggested
    Hourly pay

    Vassar Brothers Medical Center

    Poughkeepsie, NY
    2 days ago
  •  ...Description Our Northwestern Mutual office in the Hudson Valley, NY area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan serving the Capital Region Albany, New York area. Northwestern Mutual, one... 
    Suggested
    Contract work
    Work at office

    The Caccomo Group LLC

    Poughkeepsie, NY
    24 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Poughkeepsie, NY
    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...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Poughkeepsie, NY
    4 days ago
  • $25 - $38.46 per hour

     ...Fishkill, New York 12524 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... 
    Hourly pay
    Full time
    Work experience placement
    Day shift

    KeyBank

    Fishkill, NY
    4 days ago
  • $19.23 - $28.37 per hour

     ...New York 12542 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities...  ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Marlboro, NY
    4 days ago
  • Job Description Commercial Loan Officer Commercial Loan Officers work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. The right individual will need to meet with business owners face-to-face to...

    gpac

    Poughkeepsie, NY
    1 day ago
  • Position- Commercial Lender Location: Poughkeepsie, NY Mode- Onsite We are seeking an experienced Commercial Lender to drive business growth while delivering exceptional customer service. In this role, you'll develop strong relationships with...
    Local area

    CivicMinds, Inc

    Poughkeepsie, NY
    3 days ago
  •  ...cover debt service, and the ability of the guarantor to support the Borrower. Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (... 
    Temporary work

    Hudson Valley Credit Union

    Poughkeepsie, NY
    1 day ago
  • Rhinebeck Bank in New York is seeking a Commercial Credit Analyst I to join our lending team. You will underwrite branch manager level loan requests, renewals, express loans, and annual reviews, producing clear, well-organized analyses for approving authorities. The ideal...

    Socket

    Poughkeepsie, NY
    16 hours ago
  • Overview Hudson Valley Credit Union is currently recruiting for the position of Commercial Loan Processor. Primary Function: Determine requirements and complete all due diligence associated with the commercial loan documentation and closing process. Prepare commercial...
    Temporary work

    Hudson Valley Credit Union

    Poughkeepsie, NY
    2 days ago
  • $18 - $22.6 per hour

     ...York 12603. Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper... 
    Hourly pay
    Part time
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Poughkeepsie, NY
    2 days ago
  • $17 - $20 per hour

     ...At TEG Federal Credit Union, we pride ourselves on being more than just a financial institution. We’re a caring team committed to one another and our members. We are seeking energetic and detail-oriented Full Time Member Relations Tellers for our Dutchess County branches... 
    Shorter hours
    Full time
    Immediate start

    Page Mechanical Group Inc

    Poughkeepsie, NY
    1 day ago
  • $21 per hour

     ...simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your... 
    Hourly pay
    Part time
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    Fishkill, NY
    3 days ago
  • JLL is seeking an Energy and Portfolio Performance Manager to optimize energy strategies for a Fortune 100 client portfolio. You will lead energy audits and collaborate on sustainability initiatives to drive measurable results in energy performance. The ideal candidate...

    JLL

    Poughkeepsie, NY
    22 hours ago
  •  ...transformation of the eyewear and eyecare industry. Discover more by following us on LinkedIn!   GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the... 
    Minimum wage
    Part time
    Work at office
    Local area

    EssilorLuxottica

    Poughkeepsie, NY
    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... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Millbrook, NY
    2 days ago
  • $20.67 - $31.25 per hour

     ...Fishkill, New York 12524 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Fishkill, NY
    1 day ago
  •  ...committed to taking care of you, so you can bring the best quality experience to our patients and customers. GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the... 
    Minimum wage
    Part time
    Work at office
    Local area

    EssilorLuxottica

    Poughkeepsie, NY
    1 day ago
  • $26 per hour

    EMS Dispatcher (Communications Specialist) - Poughkeepsie, NY Job Category: Clinical Requisition Number: SYSTE001059 Full-Time On-site Rate: $26 USD per hour Location: Empress EMS, 10 S White St, Poughkeepsie, NY 12601, USA Reports To: Division Communications Lieutenant...
    Hourly pay
    Full time
    Relocation
    Night shift
    Weekend work

    Empress EMS

    Poughkeepsie, NY
    22 hours ago
  • Nashville Public Radio invites applications for a Public Information Officer - Provisional (1.0 FTE). The role involves preparing newsletters, publications and news releases, with opportunities to craft graphics and write for diverse audiences under general supervision...
    Local area

    Nashville Public Radio

    Poughkeepsie, NY
    15 hours ago
  • $22.92 per hour

     ...~ Performance-based pay increases and employee recognition programs ~ Free checking account , loan discounts , and other financial perks ~ Dress Down Fridays and a fun, inclusive work environment ~ Opportunities to give back through our Community Service... 
    Hourly pay
    Full time
    Part time
    For contractors
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work

    Walden Savings Bank

    Gardiner, NY
    13 days ago
  • $50k - $60k

    Job Details Job: Communications Specialist Location: Poughkeepsie, NY Salary: $50,000 - $60,000 BOE Job Type: Full Time, Permanent Job Summary Our client is seeking a skilled and dynamic Communications Specialist to join our fast‑paced team. This individual will play a ...
    Permanent employment
    Full time
    Work at office
    Flexible hours
    Shift work

    Community Foundations of the Hudson Valley

    Poughkeepsie, NY
    1 day ago
  •  ...York is seeking a Mortgage Loan Officer responsible for working with customers to identify and obtain mortgage loans that meet their financial needs. The role involves analyzing financial information, advising on mortgage products, and ensuring compliance with lending... 

    Dormont Manufacturing Company

    Fishkill, NY
    1 day ago
  •  ...Comfort Advisor The Comfort Advisor is responsible for providing in-home consultations, educating customers on comfort solutions, and recommending systems that enhance indoor air quality, safety, and energy efficiency. This role requires exceptional communication skills... 
    Temporary work
    Immediate start

    Folkes Home Services

    Fishkill, NY
    4 days ago
  • $40k - $90k

     ...stress • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness • Team Member Relief Fund:...  ...plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a... 
    Full time
    2 days per week

    FDE LLC, d/b/a Ashley Northeast

    Poughkeepsie, NY
    12 days ago
  • Taco Bell- New Paltz is looking for a full time or part time crew member to join our team in New Paltz, NY. As a Taco Bell- New Paltz crew member, you can be the smiling face that greets and serves our guests or a cook who makes things happen in the kitchen. Working with...
    Full time
    Part time

    Taco Bell- New Paltz

    New Paltz, NY
    3 days ago

Do you want to receive more vacancies?

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