Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

$61k - $119k

Northwestern 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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Campbell, CA vacancy
  • $100k

     ...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 they envision through a personal relationship with their... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Day shift

    Bank of America

    San Jose, CA
    3 days ago
  • $75k - $160k

     ...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... 
    Suggested
    Local area

    KeyPoint CU

    San Jose, CA
    1 day ago
  • $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

    Unitek Learning

    San Jose, CA
    2 days ago
  •  ...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... 
    Suggested
    Full time

    Gurnick Academy-Medical Arts

    San Jose, CA
    5 days ago
  • $118.5k

     ...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,... 
    Suggested
    Contract work
    Work at office

    New York Life Insurance Company

    San Jose, CA
    3 days ago
  • $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 pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    National Black MBA Association

    San Jose, CA
    3 days ago
  • $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 work
    Work from home

    The Strategic Implementer

    Los Gatos, CA
    1 day ago
  • $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 work
    Day shift

    Bank of America

    San Jose, CA
    1 day ago
  •  ...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... 

    Corebridge Financial, Inc.

    Santa Clara, CA
    1 day ago
  •  ...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... 

    KeyPoint CU

    Santa Clara, CA
    4 days ago
  •  ...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... 

    MassMutual Alabama

    San Jose, CA
    2 days ago
  •  ...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 time
    Work at office

    Golden Summit Wealth & Insurance Solutions a MassMutual Firm

    San Jose, CA
    26 days ago
  • $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 time
    Contract work

    New York Life

    San Jose, CA
    4 days ago
  • 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... 

    Bank of America

    Santa Clara, CA
    4 days ago
  •  ...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 office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    San Jose, CA
    3 days ago
  •  ...A financial services firm in Campbell, CA is looking for a Talent Acquisition Specialist to manage the recruiting efforts for its San Jose office. The ideal candidate will have a bachelor's degree and 2-5 years of experience in sales, business development, marketing, or... 
    Work at office

    Northwestern Mutual

    Campbell, CA
    3 days ago
  • Joe Frangieh's State Farm Office is hiring a Financial Services Representative Team Member to consult customers on financial planning and investments, and to assist with portfolio management. You will review financial options, conduct reviews, and recommend suitable products... 
    Work at office

    Joe Frangieh - State Farm Agent

    Campbell, CA
    2 days ago
  • 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Campbell, CA
    3 days ago
  • $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 pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Santa Clara, CA
    4 days ago
  • 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

    EA Financial

    San Jose, CA
    3 days ago
  •  ...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 time
    Remote work
    Flexible hours

    Confidential

    San Jose, CA
    3 days ago
  • 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

    The Strategic Implementer

    Los Gatos, CA
    1 day ago
  • $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

    Teacher's Pension and Insurance Services

    Mountain View, CA
    2 days ago
  • $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 pay
    Full time
    Work experience placement
    Work at office
    Immediate start
    Flexible hours

    Netflix

    Los Gatos, CA
    4 days ago
  • $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 area
    Visa sponsorship

    Deloitte

    San Jose, CA
    4 days ago
  • $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

    US Bank

    San Jose, CA
    2 days ago
  • $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 time
    Work at office
    Immediate start

    Bloom Energy

    San Jose, CA
    2 days ago
  • $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... 

    Citizens Business Bank

    San Jose, CA
    5 days ago
  • 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... 

    Charles Schwab

    Campbell, CA
    3 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory skills. You will learn to acquire, build and manage client relationships, guiding clients through financial solutions and creating... 

    National Black MBA Association

    Cupertino, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!