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 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 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-OnsiteQualificationsYou 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.
$100k
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...To $160,000.00 Annually KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of financial services to... ...CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial...SuggestedLocal area$25 - $31 per hour
...Financial Aid AdvisorAs our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be...Suggested- ...Gurnick Academy of Medical Arts in San Jose, CA is seeking a Full-Time Financial Aid Advisor I for the San Jose campus. This ground position interfaces with students to determine eligibility for financial aid and to assist with applications, tuition adjustments, and loan...SuggestedFull time
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...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...SuggestedContract workWork at office$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us! Financial Solutions Advisor Stage I As a Financial Solutions Advisor Stage I (FSA I), your...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$90k - $120k
...ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners... ...experienced, highly ethical, intellectually curious Associate Advisor who can step into a trusted role and relieve the firm principal...Remote workWork from home$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...Shift workDay shift- ...Corebridge Financial, Inc. is looking for passionate Financial Advisors in Santa Clara County to provide personalized financial planning to clients. The role allows for flexibility in scheduling and comes with a competitive benefits package, including health insurance...
- ...KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products. As an advisor with LPL, you will access technology...
- ...MassMutual Silicon Valley is actively hiring for entry‑level Financial Advising positions. Individuals who are interested in finance but do not yet know where to begin their career will receive training and support. We value communication skills, helping others, and the...
- ...You have already taken the first step into financial services. Now you are looking for the right environment to build a broader practice... ...Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed...Full timeWork at office
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ...gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Full timeContract work- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66) and develop foundational advisory skills. You’ll learn to build relationships, deliver solutions, and guide clients through financial needs...
- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeImmediate startMonday to FridayShift workDay shift
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- Northwestern Mutual invites college students to join its internship program as College Financial Representatives. The role mirrors the full-time financial representative path, offering coaching, strategy development, and client outreach opportunities. As an intern, you’...Full timeInternshipLocal areaFlexible hours
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- A leading financial services firm is seeking a Financial Professional to empower clients in achieving financial well-being. You will educate clients about financial strategies, providing support for business matters, insurance, and retirement planning. The role offers remote...Remote work
- ...Chief Financial Officer (CFO) Advisor About the Company Fast-growing Silicon Valley startup revolutionizing robotics and software. Industry Computer Software Type Privately Held, VC-backed About the Role The Company is in search of a CFO Advisor...Part timeRemote workFlexible hours
- ASL Financial, LLC is seeking an experienced Associate Advisor to help relieve the firm principal by handling financial planning, tax planning, and investment operations in a fully remote role. The position supports clients in Pacific or Mountain time zones and emphasizes...Remote job
$100k
...Financial Advisor – K–12 Retirement Specialist (403b/457b)Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand...Full time$180k - $275k
At Netflix, our mission is to entertain the world. Together, we are writing the next episode - pushing the boundaries of storytelling, global fandom and making the unimaginable a reality. We are a dream team obsessed with the uncomfortable excitement of discovering what...Hourly payFull timeWork experience placementWork at officeImmediate startFlexible hours$105.4k - $207.8k
...and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long...Local areaVisa sponsorship$180.27k - $220.33k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Local area$100k - $150k
...private equity, renewable energy finance, or other infrastructure finance.Demonstrated experience building and maintaining complex financial models used in live transactionsStrong academic credentials from a top tier‑ college or university.Skills & AttributesExceptional...Full timeWork at officeImmediate start$62.78k - $87.9k
...The position will sit in Northern California/San Jose area. Summary: Financial Consultant will develop new current fee business for CitizensTrust Investment Services. Essential Duties & Responsibilities: Complies with and stays abreast...- Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment...
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