Financial Representative
Northwestern Mutual
Our network office in Birmingham, AL is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long‑term relationships with clients by providing financial planning services Conduct client meetings to assess their financial needs, goals, and risk tolerance Develop and implement financial plans to help clients achieve their financial objectives Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance Stay up‑to‑date with the latest financial trends and developments to provide the best possible advice to clients Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice Meet regularly with clients to review their financial plans and make adjustments as necessary Generate new business through networking and referrals At Northwestern Mutual, we’re committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award‑winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you’ll have access to a network of experienced professionals who can provide guidance and support as you grow in your role. We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities. We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission‑only role, there is no cap on your earning potential, providing unlimited opportunities for top performers. Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series7, Series63, CFP, and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4‑year degree; or equivalent professional work experience History of success in sales, athletics, military, client services, or client‑facing roles Excellent communication and interpersonal skills Strong attention to detail and ability to analyze complex financial data Demonstrated ability to build and maintain client relationships Desire for continuous learning Legal authorization to work in the US without sponsorship If you’re passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry‑leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production. #J-18808-Ljbffr
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull 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 for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Overview WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping...Suggested
$70k - $120k
...Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $70,000 - $120,000 plus bonus depending on experience Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical work but do not want...SuggestedTemporary workWork at officeRemote workFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office$50k
...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...Work at officeWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
$70k - $150k
...Overview Financial Advisor – Grow Your Practice with Independence, Flexibility, and Support The Piedmont Group Are you an experienced Financial Advisor looking for greater independence, expanded growth opportunities, and a firm that values true partnership? The Piedmont...- ...Job Description: Our client is seeking an experienced Financial Planner to join their team. The purpose of this position... ...engage bank partners and external COIs to create awareness while representing Wealth and Financial Planning capabilities and expertise....
$70k - $150k
...Financial Advisor – Build Your Practice with Independence & Support The Piedmont Group Position Type: Full-Time | Permanent | In-Office Compensation: Performance/Commission-Based | Typical Annual Earnings: $70,000–$150,000+ Build a Career Backed by Experience At The Piedmont...Permanent employmentFull timeWork at officeLocal areaVisa sponsorship- ...Financial Associate Under general supervision and according to established policies and procedures, provides assistance, often of a complex technical and clerical nature, to the Financial/Business Officer for a department or unit. Works closely with the Financial/Business...Shift workDay shift
- ...Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the Financial Associate is to accurately complete customer transactions received...Work at officeNight shift
$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote work- ...Senior Financial Strategist A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial...Work at office
- ...Northwestern Mutual in Vestavia Hills, Alabama is offering an internship program for College Financial Representatives. This role provides guidance and support while building a financial planning practice. Interns have the opportunity to network, learn business strategies...InternshipFlexible hours
- ...Bachelor’s Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high...Work at officeRemote workWork from homeFlexible hours
- ...Northwestern Mutual is offering an internship program for college students to develop an integrated financial planning practice. As a College Financial Representative, you will gain practical experience in prospecting, client relationship building, and financial planning...Full timeInternship
- ...others in leadership roles who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client...Work at officeLocal areaNight shift
- ...Northwestern Mutual is seeking College Financial Representatives for its internship program. This role provides a framework for building a financial planning practice while gaining exposure to industry-leading products and services. Responsibilities include prospecting...Full timeInternshipFlexible hours
- ...satisfaction through tailored solutions reflecting individual goals and preferences. This role requires collaboration with various financial professionals and managing client relations to drive business growth. Applicants should possess relevant educational...
$20.54 - $27.78 per hour
...There will be the occasional need for weekend hours. This role will be on-site supporting Herzing University's South Region. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students....Hourly payFull timeWork at officeWork visaMonday to FridayAfternoon shift- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...Temporary workWork at officeMonday to Friday
- ...in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this... ...essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. ~ High...Temporary workWork at officeMonday to Friday
$70k - $150k
...Experienced Financial Advisor – Build Your Practice with Independence and Support The Piedmont Group Are you an experienced Financial Advisor seeking greater independence, stronger growth opportunities, and a true partnership model? The Piedmont Group is looking for entrepreneurial...Local areaVisa sponsorship- ...relationships with clients in the metro area. The successful candidate will have a passion for business development and a background in financial services. This role involves achieving goals related to commercial lending and deposit growth, while promoting a positive image...
- ...following. Other duties may be assigned. ·Analyzes applicant financial status, credit, and collateral evaluation to determine feasibility... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Full timeWork at office
$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office- ...Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Partner with Financial Advisors by giving front end guidance on new and renewed credit requests including desirability of the credit related to Pinnacle...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- financial planning administrator Birmingham, AL
- financial advisor development program Birmingham, AL
- wealth advisor Birmingham, AL
- associate corporate finance Birmingham, AL
- financial associate Birmingham, AL
- estate planning consultant Birmingham, AL
- financial advisor Birmingham, AL
- financial advisor associate Birmingham, AL
- financial counselor Birmingham, AL
- jde finance consultant Birmingham, AL

