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 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 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 ; 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 - $119k
...Financial Advisor OpportunityBecoming 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...SuggestedFor contractorsWork at office- ...Financial Advisor OpportunityJoin 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...opportunity allows you to leverage your expertise in investment strategies and client management to help our clients achieve their financial goals. Responsibilities: Provide investment advice and financial planning services to clients. Conduct thorough analysis...SuggestedFlexible hours
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...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...SuggestedWork at officeWork from homeHome officeFlexible hours$150k - $165k
Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive...SuggestedLocal area$80k - $120k
Join to apply for the Financial Advisor — Career Transition Program role at MassMutual Northern California Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) What You’ll Be Doing Building and managing your own book of business with guidance...- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...Full timeTemporary workFlexible hours
- Bank of America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions. Ideal candidates will hold Series...
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$80k - $120k
A financial planning firm is seeking a Financial Advisor for their Career Transition Program. This role involves building and managing your own business, supporting clients in their financial needs, and providing training for necessary licensing. Ideal candidates will...- The Variable Annuity Life Insurance Company is seeking a Financial Advisor to offer personalized retirement and financial planning experiences for clients. This remote position requires meeting with clients to develop their financial futures and leveraging marketing support...Remote job
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A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,...- Job Description The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics Work with high-net‑worth individuals to identify needs, develop relationships, review...Interim roleImmediate start
- Edward Jones in Rocklin, CA is seeking an Associate Financial Advisor to partner with financial advisors and support teams in delivering personalized financial strategies and exceptional client service. You'll source new clients, nurture relationships, and contribute to...
- Bank of America in Roseville, CA is hiring a Financial Solutions Advisor Stage I. This role focuses on obtaining securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and financial solutions. You will start in...
- ...directly support pursuit and Sales teams in the account strategy, financial evaluation, risk assessment, pricing and Terms/Conditions... ...CustomersCreate, Evaluate and Present HPE P&L for deal approvalsFinancial advisor for presales / sales / account teamAssess and quantify risk,...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week
$25 - $26.77 per hour
...Job Description: 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 every...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$26 - $30 per hour
...relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers...Weekend work- Primerica Financial Services is seeking a part-time or full-time remote Financial Services Representative to engage with clients, assess needs, and present solutions such as life insurance, annuities, and investment products. You will conduct virtual consultations, deliver...Remote jobFull timePart time
- BridgePort Financial Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. The role supports client acquisition and mentorship among the advisor team,...
- J.P. Morgan is seeking a Private Client Advisor in Roseville to provide personalized financial planning and investment advice. The role focuses on building strong relationships with clients and offering tailored investment solutions while fostering a culture of diversity...
- Job Summary BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships...Temporary workWork at officeFlexible hours
- BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships...
- ...is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment... ...investments, insurance, taxes, estate planning, and other financial priorities. Build relationships with prospective clients and look...Temporary workWork at officeFlexible 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. #LI-Onsite Qualifications Are you a fit...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...their future. Our Folsom CA office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing...Full timeTemporary workWork at officeFlexible hours
$250k
...service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time$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...Full timeInternshipLocal areaFlexible hours- ...Job Description Job Title: Loan Officer Primary Job: The mortgage advisor is responsible for generating new business, qualifying customers and owning the customer experience from start to finish. Essential Duties and Responsibilities: Origination...Work experience placementLive inWork at office
$20 - $22 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying...Night shift
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