Financial Planning Advisor
Northwestern Mutual
We are seeking motivated and dynamic individuals to join our team as Financial Planning Advisors. This role is perfectly suited for career changers eager to pivot into the financial services industry, bringing fresh perspectives and enthusiasm. As a Financial Planning Advisor, you will play a vital role in guiding clients through comprehensive financial strategies, helping them achieve their long‑term goals. This position offers an exciting opportunity to develop expertise in risk management, investment strategies, and financial planning while providing exceptional service to clients. No prior experience in finance is required— just a passion for learning, strong interpersonal skills, and a drive to succeed in a rewarding career. This Career Offers the Opportunity to: Build and maintain strong relationships with clients by understanding their financial goals and needs Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self‑determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. BA or BS degree from a four‑year institution preferred (but not required) Prior financial services experience not needed - extensive training platform provided. While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors comprehensive compensation and benefits: Benefits: Uncapped Income Potential Compensation in the form of commissions, residual income, incentive programs, training allowance, and bonuses Flexibility of your schedule – you determine your own calendar Sponsorship of Licensing/Credentialing: Life, Accident & Health, SIE, Series 7, Series 63) Financial support provided for continued education and development (e.g. CFP, RICP, CLU, ChFC) Comprehensive Medical, Dental and Vision Coverage Local and national recognition Join us and embark on a fulfilling journey where your enthusiasm meets meaningful client impact! We welcome career changers eager to develop expertise across diverse areas such as risk management, investment strategies, and financial planning. This is your chance to grow professionally while making a tangible difference in our clients’ lives. #J-18808-Ljbffr
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business...SuggestedWork at officeWork from homeHome officeFlexible hours$50k - $100k
...Principal is looking for motivated career changers to become financial advisors. If you’re a strong listener, enjoy helping people, and bring... ...perfect next step. Start your new career with Principal—apply today. Compensation: $50,000 - $100,000 at plan #J-18808-Ljbffr...Suggested- ...Financial Advisor Hantz Group is a Michigan‑based financial company that works with individuals and businesses to help them achieve their... ...for their families. Areas of Focus Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow...SuggestedWork at officeFlexible hours
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions are... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...MassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. Many of our advisors are building...SuggestedLocal areaImmediate startShift work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as...Full timeContract workFor contractorsWork at office- ...the world specializing in goals-based wealth management, 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k - $130k
...Job Description: Financial Advisor Our client is a fee-only financial planning firm located in Grand Rapids, MI, seeking a Financial Advisor who will serve in a support and lead capacity within assigned client relationships. In the support role, this advisor...Work at office$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Description Take your financial advisory career to the next level with the backing of... ...employers support their employees while planning for their own financial futures. We're looking for experienced Financial Advisors who are driven to grow their practice, deepen...Flexible hours
- ...and curiosity, and we believe the best outcomes come from advisors who truly know their clients and enjoy working together.... ...guide to individuals and families, helping them navigate financial complexity and plan for the future with clarity and confidence. This role is...Immediate startFlexible hours
- ...search for a relationship-driven Wealth Advisor . This is an opportunity for a polished... ...trusted advisor—delivering sophisticated planning strategies, deepening multi-generational... ...legacies, and navigate life’s most important financial decisions. What You’ll Be Doing: Deliver...
$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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...framework for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Micro1 is looking for a Financial Advisor (CFA or CFP) to work remotely. In this role, you'll leverage your expertise to help train AI systems... ...will have over 3 years of experience in holistic financial planning aimed at mainstream households, exceptional communication...Remote work
- ...Northwestern Mutual is offering an internship as a College Financial Representative in Grand Rapids, Michigan. This role provides students with the opportunity to develop a financial planning practice while gaining guidance and resources from a Fortune 500 company. Interns...Full timeInternshipFlexible hours
- ...Financial Planning Assistant As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other specialists within the organization. The role includes meeting preparation, client communication, coordination with the operations team, and...Work at officeFlexible hours
- ...Financial Representative Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow... ...be eligible to participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our benefits plans include...Full time
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ...financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future...Local area
$97k - $192k
...Flexible schedule Health insurance Training & development Vision insurance The Michigan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$24 - $30 per hour
...Process accounts payable transactions, including vendor invoices, ACH payments, check runs, and 1099 reporting. Maintain accurate financial records by posting payable transactions and verifying supporting documentation. Assist with payroll and accounts payable...Work at officeMonday to FridayFlexible hours- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$50k - $100k
...Job Description Begin your career in financial services with a structured development program... ...you for long-term success as a Financial Advisor. No prior advisory experience is required... ...professionals, and families to help them plan for their financial future while building...Flexible hours- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...recurring revenue streams, and dedicated planning fees for those who qualify. Medical,...
- ...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 placementWork at office
- ...client relationships. Candidates should have a Bachelor's degree and 2-4 years of experience in ERP systems. Familiarity with Oracle Financial Applications is essential. This position requires significant travel (60+%). Competitive salary and benefits offered. #J-18808-...
- .... This is a hands-on solution architect role, critical to how financial data is structured, integrated, and processed across the enterprise... ...and meeting deadlines Strong knowledge of financial planning processes, including budgeting, forecasting, and workforce planning...Immediate startFlexible hoursShift work
- United Bank Of Michigan Group is seeking a full-time Relationship Banker in Georgetown Charter Township, Michigan. In this role, you will assist customers with their banking needs, manage accounts, and build lasting relationships. You will play a key role in customer satisfaction...Full time
$500 per week
...Job Description Job Description Modern District Financial is one of the largest Insurance & Financial Services Firms in Michigan with Offices in Traverse City, Grand Rapids, and Midland. Our Award Winning Team is looking for a motivated individual who wants to be mentored...Work at office- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Advisor. Be the first to apply!
- financial associate Grand Rapids, MI
- financial consultant Grand Rapids, MI
- financial planning assistant Grand Rapids, MI
- financial advisor associate Grand Rapids, MI
- estate planning consultant Grand Rapids, MI
- jde finance consultant Grand Rapids, MI
- financial advisor development program Grand Rapids, MI
- financial planning associate Grand Rapids, MI
- financial planner Grand Rapids, MI
- financial counselor Grand Rapids, MI

