Financial Advisor

3 days ago

Fairfield County, United States Northwestern Mutual Full time

Northwestern Mutual Financial Planning Career Opportunities:

  • Financial Representative | Financial Advisor | Wealth Management Advisor
  • Stamford, CT | Westport, CT | Fairfield, CT
  • Experienced RIA's & Producers | Open to & Encouraging Career Changers


What We Do:

  • Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management
  • Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management
  • Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities


Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.


The Financial Planning Career with Northwestern Mutual allows the opportunity to:

  • Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
  • Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm’s exceptional network of financial specialists and leaders.
  • Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.


Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team.


Qualifications:

  • Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
  • Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently.
  • 4-year bachelor's degree or equivalent professional work experience.
  • Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
  • Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
  • Ability to work in a fast-paced, highly productive, and value-driven environment.
  • Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.


Compensation & Benefits:

  • Performance-based earnings and revenue (annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income earned for continued client advising and policy management
  • Bonus programs and expense allowances
  • Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • NM Funded Retirement Package and Pension Plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Leadership + Professional Growth Opportunities
  • Award-Winning Training + Mentoring Program
  • Personalized Mentorship from Top Advisors and Industry Leaders


About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.


With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.


About Northwestern Mutual Stamford Network Office:

NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10 and 9 advisors ranking in the Top-25 on 2024 Forbes Best-In-State (Connecticut) Financial Securities Professionals list.


Northwestern Mutual Awards and Accolades:

  • FORTUNE® 500 Rank: No. 90
  • Highest Financial Strength Ratings and Unsurpassed Financial Strength
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
  • 97% Client and Policy-owner Retention year after year
  • Top-10 US Independent Broker Dealer
  • Annually one of the “World’s Most Admired” companies (FORTUNE® Magazine)
  • Forbes’ Best Employers for Diversity (2018 – 2021)
  • 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)
  • Top 125 Training Program (Training Magazine)

  • Financial Advisor

    3 weeks ago

    Fairfield County, United States Northwestern Mutual Full time

    Open positions in our Stamford, Fairfield, and Westport offices!The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.As a Financial Advisor, you will build...

  • Financial Advisor

    1 day ago

    Fairfield County, United States Northwestern Mutual Full time

    Open positions in our Stamford, Fairfield, and Westport offices!The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.As a Financial Advisor, you will build...

  • Independent Financial Advisor

    4 days ago

    Milwaukee County, United States Prudential Financial Full time

    Prudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to service an existing book of...

  • Independent Financial Advisor

    5 days ago

    Milwaukee County, United States Prudential Financial Full time

    Prudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to service an existing book of...

  • Prudential Financial | Independent Financial Advisor

    6 days ago

    milwaukee county, United States Prudential Financial Full time

    Prudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:The ability to service an existing book of...

  • Financial Advisor

    4 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Advisor

    4 days ago

    Alexandria City County, United States Fanning Personnel Full time

    Financial Advisor A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of...

  • Financial Services Advisor

    4 weeks ago

    Fairfield, New Jersey, United States Creative Financial Full time

    Job OverviewCreative Financial Group is a leading provider of financial services, dedicated to helping businesses thrive in today's uncertain economic environment.

  • Financial Advisor

    5 days ago

    Suffolk County, United States U.S. Retirement & Benefits Partners Full time

    COMPANY OVERVIEWU.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three...

  • Financial Advisor

    4 days ago

    Suffolk County, United States U.S. Retirement & Benefits Partners Full time

    COMPANY OVERVIEWU.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three...

  • Financial Advisor

    5 days ago

    New Haven County, United States GemHarvest Executive Recruiting Full time

    Financial Advisor Boutique Wealth Management FirmMilford, CTOverviewSuccessful and Dynamic Independent Wealth Management Firm seeks a Financial Advisor to collaborate with the Lead Advisor in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele.The Firm offers comprehensive investment management...

  • Financial Advisor

    4 days ago

    New Haven County, United States GemHarvest Executive Recruiting Full time

    Financial Advisor Boutique Wealth Management FirmMilford, CTOverviewSuccessful and Dynamic Independent Wealth Management Firm seeks a Financial Advisor to collaborate with the Lead Advisor in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele.The Firm offers comprehensive investment management...

  • Thrivent | Financial Advisor

    3 days ago

    macomb county, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    3 days ago

    Anchorage Borough County, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Growing Team at Frontier Retirement as a Financial Advisor!At Frontier Retirement, we’re on a mission to help families secure their financial futures—and we need driven, people-oriented Financial Advisors to join our team and bring that mission to life.This is not just another financial advisory role. At Frontier Retirement, you’ll never have...

  • Financial Advisor

    3 days ago

    Anchorage Borough County, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Growing Team at Frontier Retirement as a Financial Advisor!At Frontier Retirement, we’re on a mission to help families secure their financial futures—and we need driven, people-oriented Financial Advisors to join our team and bring that mission to life.This is not just another financial advisory role. At Frontier Retirement, you’ll never have...

  • Financial Advisor

    5 days ago

    Anchorage Borough County, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Growing Team at Frontier Retirement as a Financial Advisor!At Frontier Retirement, we’re on a mission to help families secure their financial futures—and we need driven, people-oriented Financial Advisors to join our team and bring that mission to life.This is not just another financial advisory role. We’re a dynamic, rapidly growing team in...

  • Financial Advisor

    5 days ago

    Anchorage Borough County, United States Magellan Financial & Insurance Services, Inc. Full time

    Join Our Growing Team at Frontier Retirement as a Financial Advisor!At Frontier Retirement, we’re on a mission to help families secure their financial futures—and we need driven, people-oriented Financial Advisors to join our team and bring that mission to life.This is not just another financial advisory role. We’re a dynamic, rapidly growing team in...

  • Financial Wealth Advisor

    4 days ago

    Montgomery County, United States Fanning Personnel Full time

    Wealth Advisor The Financial Advisor will serve at the primary point of contact for a designated set of existing clients. NO SALES or cold calling!Act as a fiduciary for the client at all times, lead all financial planning and review meetings for your assigned clients, develop and maintain financial software planning and investment tools, communicate with...

  • Financial Wealth Advisor

    5 days ago

    Montgomery County, United States Fanning Personnel Full time

    Wealth Advisor The Financial Advisor will serve at the primary point of contact for a designated set of existing clients. NO SALES or cold calling!Act as a fiduciary for the client at all times, lead all financial planning and review meetings for your assigned clients, develop and maintain financial software planning and investment tools, communicate with...

  • Creative Financial Staffing | Financial/Accounting Analyst CT | fairfield, ct

    1 month ago

    fairfield, United States Creative Financial Staffing Full time

    Financial/Accounting Analyst Join a Thriving Media CompanyA successful and innovative broadcast media company is seeking a Financial/Accounting Analyst to join their corporate team full-time. This is an excellent opportunity for someone ready to build a career as a financial leader, combining technical accounting expertise with the ability to translate...