Financial Advisor
$61k - $119kNorthwestern Mutual
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 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 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 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 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.
$61k - $250k
...Northwestern Mutual is seeking a Financial Advisor in Poughkeepsie, NY, where you will help clients achieve their financial goals. As a financial representative, your responsibilities will include client acquisition, personalized planning, and relationship management....Suggested$61k - $250k
...Join Northwestern Mutual as a Financial Advisor in Poughkeepsie, NY. This unique opportunity allows you to help clients achieve their financial goals while building your own business. You'll grow your client base, create tailored financial plans, and manage those plans...Suggested$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...SuggestedWork at office- ...Northwestern Mutual is offering a College Financial Representative internship designed to mirror a full-time financial representative career. You’ll learn prospecting, develop a business strategy, and meet potential clients to understand their financial goals while gaining...SuggestedFull timeInternshipFlexible hours
- ...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...SuggestedContract workWork at office
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 timeInternshipLocal areaFlexible hours- ...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 (credit...Temporary work
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...complete 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....Hourly payPart timeLocal areaFlexible hoursAfternoon shift$19 - $28.84 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate start$18.75 - $25 per hour
...Poughkeepsie, New York 12603 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payWork experience placementShift workDay shift$100 - $125 per hour
...Senior Financial AnalystLocation: Poughkeepsie, NY (hybrid) Employment Type: $100-125kPosition SummaryWe are seeking a Senior Financial Analyst to support financial planning, margin analysis, cost accounting, and operational decision-making initiatives. This individual...$25 - $38.46 per hour
..., New York 12524 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payFull timeWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
..., New York 12590 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shift- ...Vassar College in Poughkeepsie, NY is seeking a full-time Study Abroad Advisor in the Office of International Programs. The role guides students through study abroad opportunities, supports applications, and helps manage enrollment and scholarship processes. The advisor...Full timeWork at office
$62.35k - $70k
...please contact ****@*****.***. Job Description Position Summary Vassar College is seeking a full-time, entry- level Study Abroad Advisor, reporting to the Associate Director in the Office of International Programs (OIP). Joining an experienced, creative and inclusive...Full timeTemporary workWork experience placementWork at officeFlexible hoursWeekend workAfternoon shift$20 - $23 per hour
...Financial Partner Join us as a Financial Partner and be the trusted guide for our members' financial journeys. You'll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you're energetic...Hourly payWork at officeRemote workRelocation packageFlexible hours- ...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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities,...Flexible hoursWeekend work
- ...ability to learn and efficiently use web-based research systems (such as Bloomberg, Morningstar) are preferred. Familiarity with basic financial calculations and statistical concepts, as well as a working understanding of financial statements is preferred. Demonstrated...Work at officeShift workWeekend workAfternoon shift
$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 payFull timeRelocationNight shiftWeekend work- ...Farm Agent seeks a Registered Representative - State Farm Agent Team Member in Town of Fishkill, NY. The role involves marketing financial products and assisting customers in navigating their financial options with expertise. The ideal candidate will hold a Series 6 or...
$24 - $43 per hour
Part-Time Clinical Research Coordinator Optum NY/NJ is seeking a Part-Time Clinical Research Coordinator to join our team in Mount Kisco, NY. Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum Care...Hourly payMinimum wageFull timePart timeWork experience placementLive inWork at officeLocal areaWork from homeMonday to Friday$21.5 per hour
Citizen Action Temporary Canvasser Citizen Action is a statewide grassroots movement organization that fights for political, social, racial, economic and environmental justice. We work at the grassroots to give people a sense of their own power. We collaborate with ...Temporary workWork at officeLocal area10 hours per weekWeekend workAfternoon shift- ...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...
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity...Work experience placementLocal areaImmediate startRelocation
$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 time2 days per week- Job Description Job Description Job Title: Social Media Manager (Contract-to-Hire) Location : Poughkeepsie, NY (Hybrid – 2 days onsite per week) Start Date: ASAP Duration : 3-Month Contract-to-Hire Compensation : $33-$41/hour W2 - $60,000-$75,000 annually...Full timeContract workCasual workLocal areaImmediate startAfternoon shift2 days per week3 days per week
$22 - $26 per hour
...community. We're seeking a results-driven, accountability-minded Solution Center Representative II to empower our members to achieve financial success. If you're energized by challenges, passionate about helping others, and committed to service excellence, this is your...
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