Financial Advisor
$61k - $119kNorthwestern Mutual Life Insurance Company
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 supportFully 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 planningQualificationsYou 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 contractors 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.
- ...Experienced Advisors — Build Your Practice Your Way You’ve already built a successful practice. The next chapter should give you... ...the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get...SuggestedFlexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
- Company Description Northwestern Mutual is a leading financial services organization focused on helping individuals and families achieve... .... Northwestern Mutual supports a growing network of financial advisors across the country, along with corporate offices in Milwaukee...SuggestedFull timeFor contractors
$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...SuggestedFull timeInternshipLocal areaFlexible hours- Northwestern Mutual in Winston-Salem, NC is seeking a full-time Financial Advisor with licensing provided. You will meet with clients to assess goals, analyze finances, and craft tailored plans spanning retirement, investments, insurance, and wealth management. You will...SuggestedFull time
- A financial services company is searching for a self-motivated Financial Advisor to help clients with personalized financial planning. In this role, you will develop a client base, utilize comprehensive training, and present tailored financial solutions. Candidates should...Flexible hours
- ...Financial Representative Fidelity will not provide immigration sponsorship for this position. The Role As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire...Full time
- ...Financial Representative Fidelity will not provide immigration sponsorship for this position. The Role As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire...Full time
- Job Description Summary The Financial Aid Counselor provides counseling, needs analysis, and packaging for a designated caseload of students. In addition to direct counseling responsibilities, the counselor assumes functional responsibility within the Office of Student...Work at officeNight shift
$50k - $60k
...and performance can actually live in the same career.Through MWA Financial Services, Inc., our brokerage subsidiary, you have access to a... ...program designed to move you from day one into Financial Advisor and beyond.Who this role is forYou do not need a finance background...Live inWork at office- ...as mobile banking, online banking, or ATM. You will process cash transactions accurately while building deep knowledge of clients’ financial needs and connecting them to suitable solutions. Applicants should be enthusiastic, results-driven, capable of learning new...Weekend work
- ..., online and mobile banking, and accurately process cash transactions. The job emphasizes building relationships to meet clients' financial needs, while adhering to laws and bank guidelines. The position requires strong communication, a proactive sales mindset, and flexibility...Weekend work
- Bank of America is seeking a customer-focused professional to greet clients in the lobby, educate them on self-service options, and accurately process cash transactions as needed. You will build relationships, identify client needs, and connect customers to banking ...Weekend work
- ...ResponsibilitiesSales and Business DevelopmentProactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and...Temporary workWork at office
- ...RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and...Temporary workWork at officeImmediate start
- Wake Forest University is seeking a Financial Aid Counselor to counsel a dedicated caseload, perform need analysis, and package federal, state, and institutional aid per policy. The role involves explaining complex financial aid concepts, verifying data, and coordinating...
- General Accountability The primary purpose of this position is to assist Allegacy Financial in living out its mission, “to help you make smart financial choices”. To achieve this goal the employee must provide outstanding service to both internal and external members. This...Temporary workLive out
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workTemporary workWork experience placementWork at office- ...Job Description Job Description About Semmax Semmax Financial Group helps high-net-worth families in the Triad plan, invest, and... ...they've built. We operate as two companies: Semmax Financial Advisors (SFA), our registered investment adviser, and Semmax Inc., our...Full time
- Winston-Salem State University is seeking a Budget Analyst Senior to join the Division of Finance and Administration. The Budget Analyst Senior will serve as the budget go-to person, overseeing day-to-day budget needs and position control for multiple funding sources. The...
- ...while strengthening the communities we serve from when we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors to build their book of business with true independence, flexibility, and control. It gives...Local area
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timePart timeWork at officeNight shiftWeekend work
- ...Consumer Banking Associate to deliver outstanding service and grow client relationships by recommending deposit, loan, and other financial products. This role emphasizes customer-first interactions, cross-selling, and accurate processing of transactions. The position requires...Temporary workWeekend work
- Truist Financial Corporation in Winston-Salem, NC seeks an experienced client service professional to grow and manage client relationships through in-person and phone interactions. You will provide financial solutions and collaborate with internal partners to expand business...
- Floating Relationship Banker Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing...Work at officeNight shift
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Full timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
- F.N.B. Corporation in Winston-Salem, NC is seeking a Floating Relationship Banker to develop proficiency in consumer banking transactions, account servicing, and lending, executing branch leads, and converting transactions into sales referrals. The incumbent may work at...Flexible hours
- A leading banking institution in North Carolina is seeking a Personal Banker I to ensure customer needs are met through thorough financial assessments and customized product recommendations. The role focuses on building and maintaining customer relationships while achieving...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor associate Winston Salem, NC
- financial planning associate Winston Salem, NC
- financial consultant Winston Salem, NC
- finance associate Winston Salem, NC
- financial planning administrator Winston Salem, NC
- associate corporate finance Winston Salem, NC
- financial planner Winston Salem, NC
- financial planning assistant Winston Salem, NC
- financial advisor training program Winston Salem, NC
- financial counselor Winston Salem, NC



