Financial Advisor
2 weeks ago
Financial Advisors at Northwestern Mutual San Marcos help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
You could be right for this opportunity if you have:
· 4-year degree; or equivalent professional work experience
· Entrepreneurial ambitions
· History of success in sales, athletics, military, client services, or client-facing roles
· Excellent time-management skills
· Desire for continuous learning
· Legal authorization to work in the US without sponsorship
-
Financial Advisor
2 weeks ago
Austin, TX, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...
-
Associate Financial Advisor
2 weeks ago
Houston, TX, United States Financial Synergies Wealth Advisors Full timeCompany DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...
-
Financial Advisor
3 weeks ago
Oxford, MS, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...
-
Financial Advisor
3 weeks ago
Reno, NV, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
-
Financial Advisor
3 weeks ago
Wichita, KS, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
-
Financial Advisor
4 weeks ago
San Marcos, California, United States Gamma Phi Beta Full timeFinancial Advisor RoleGamma Phi Beta is seeking a dedicated and experienced Financial Advisor to promote chapter financial wellness and ensure executive council officers understand and maintain sound financial management practices.Key Responsibilities:Mentor and coach Financial department officers to develop their leadership and financial management...
-
Financial Advisor
3 weeks ago
Chicago, IL, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
3 weeks ago
Alexandria, LA, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...
-
Financial Advisor
4 hours ago
Virginia Beach, VA, United States Clarke Financial Management Full timeWHAT WE ARE LOOKING FOR IN A SENIOR FINANCIAL ADVISOR: CFM is seeking a Senior Financial Advisor to join our client facing Financial Advisory Team in Virginia Beach, VA. The Senior Financial Advisor will work closely with all the departments but specifically with the other Senior Financial Advisors as it pertains to conducting client review meetings,...
-
Financial Advisor
3 weeks ago
Chicago, IL, United States Lakeshore Financial Group Full timeAre you looking to grow and be part of a successful team? Are you driven, self-motivated, and customer-focused? Lakeshore Financial Group is expanding its team in Chicago and is looking for individuals interested in partnering with our business. We are looking for professionals who are not getting what they want out of their current job, whether that is...
-
Second Chair Advisor
3 weeks ago
Westport, CT, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...
-
Financial Advisor
3 weeks ago
Albuquerque, NM, United States Prevender Financial Services, LLC Full timeOur CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...
-
Financial Advisor
3 weeks ago
Boca Raton, FL, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Financial Advisor
3 months ago
San Ramon, United States Summit Financial Group, LLC Full timeAbout Us: Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience. We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices. Our mission is to champion advisors by providing the resources and support needed to...
-
Senior Financial Advisor
2 weeks ago
Wexford, PA, United States Prudential Financial Full timePrudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is 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...
-
Financial Advisor
3 weeks ago
Lawton, OK, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesHit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are...
-
Senior Financial Advisor
3 weeks ago
Daytona Beach, FL, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...
-
Financial Advisor
3 weeks ago
Saint Robert, MO, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Who we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have...
-
COUNTRY Trust Bank Financial Advisor
4 weeks ago
Beaverton, OR, United States Country Financial Full timeDescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...
-
Servicing Financial Advisor
2 weeks ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...