Financial Advisor
$61k - $119kNorthwestern Mutual
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 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: Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern 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. Responsibilities Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow 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 development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time‑management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship 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. Our 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. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr
- ...Dayton, OH The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. You will also advise students on the availability of resources, eligibility requirements, and the necessary steps...SuggestedWork at office
$80k - $100k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range...SuggestedFull timeWork at officeFlexible hours- * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...Suggested
- ...FACILITY: MIAMI VALLEY HOSPITAL The Patient Financial Counselor (FC) supports the PHP mission, vision and values by serving as the hospital’s primary contact for resolution of the patient’s account balance, in accordance with PHP policies. The FC helps patients—especially...SuggestedFull timeWork at officeShift workWeekend work
- ...Patient And Family Financial Advocate Under the direction of the Pre-Service Operations Manager, the Patient and Family Financial Advocate is responsible for providing patients with an exceptional financial experience by assisting patients navigate and understand insurance...Suggested
$18 - $21 per hour
...Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...Hourly payTemporary work$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 Full‑time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...poised for growth? Do you have a passion for wealth management and financial planning to help clients achieve their goals? Can you bring an... ...appeal to you? ABOUT THE COMPANY Blake Schutter Theil Wealth Advisors (BST) was formed from a merger of Blake‑Schutter Wealth (BSW)...Shift work
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals...
$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$41.25k - $68.75k
...of proactive sales and service activities, managing the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow the customer's share of wallet and position PNC solutions to drive new...Full timeTemporary workPart timeWork experience placementWork at officeShift work$20.67 - $31.25 per hour
...- Dayton, Ohio 45432 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 payWork experience placementDay shift- ...while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank’s mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities,...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing, collaborates with ecosystem partners to grow customer's share of wallet, and positions PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at officeShift work- ...while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista...
- Overview DecisionPoint Corporation is seeking an IT Security Analyst to join our US Air Force team supporting the defense of USAF infrastructure (AFIN) at the base level. This position is onsite at Wright-Patterson AFB. *This requisition is contingent upon additional funding...For contractorsLocal areaImmediate start
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...a Consultant with strong business management experience who is eager to learn and grow within the fiduciary consulting space. Financial services experience is not required . We're looking for someone organized, professional, and motivated to make a difference for...
- ...Job Description Job Description Financial Advisor Development Program Northwestern Mutual has been helping families and businesses achieve financial security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and...Full timeInternshipWork at office
- ...Location DAYTON OH MIAMISBURG Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding...Work at officeLocal area
- ...k) matching ~ Competitive salary ~ Dental insurance ~ Health insurance ~ Paid time off Role Overview: The Federal Financial Management Consultant provides beginning-to-end audit remediation and sustainment services to help the DAF WCF achieve and maintain...
$50k
...is also life-changing for you – personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you... ...to work independently and take initiatives, sales rep, sales advisor, sales manager, b2b,b2c, marketing, lawyer, logistics, sales management...Full timeWork experience placement- ...extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with...Daily paid
- Monday – Friday Onsite or Remote (if local to Dayton area will be hybrid/onsite) Dayton Ohio, Columbus Ohio, or surrounding areas Why You’ll Love This Job: Be part of a collaborative, supportive, and energetic team environment Gain exposure to industry experts and opportunities...Work at officeLocal areaRemote workMonday to Friday
- CRA Loan Specialist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Performs a wide range of duties relating to the origination...Daily paid
- ...Troy Stanley Branch. Spanish Bilingual preferred. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and building loyalty while increasing share of wallet. Processes a variety of customer interactions and educates...Full time
- ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work
$18 - $23.08 per hour
...any branch days/hours* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payPart timeWork experience placementFlexible hoursShift workDay shift$30k - $50k
...participate in STEM OPT for this position.# **Job Description*** Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks...Night shift
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