Current jobs related to Financial Advisor - Huntersville NC United States - Northwestern Mutual

  • Financial Advisor

    2 weeks ago

    Huntersville, United States Thrive Financial Partners Full time

    Flexibility and Control.And a business partner who gives you the freedom to have both.You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you may now see a need for change. We respect your experience and your expertise. At our firm, Thrive Financial Partners, a UFinancial firm, you’ll have the freedom...

  • Financial Advisor

    3 days ago

    Charlotte, NC, United States Blue Financial Full time

    Financial Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Blue Financial in Charlotte, NC is looking for a strong, detail-oriented financial advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Service Advisor

    3 weeks ago

    Leland, NC, United States Advisor Employee Services Full time

    Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Leland, NC is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Financial Advisor

    2 days ago

    Huntersville, NC, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake Norman Here at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative...

  • Financial Advisor

    1 week ago

    Charlotte, NC, United States First Financial Group Full time

    We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities · Meet with clients to determine their financial...

  • Financial Advisor

    3 weeks ago

    Huntersville, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Financial Advisor

    4 weeks ago

    Huntersville, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Financial Advisor

    4 weeks ago

    Huntersville, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Financial Advisor

    3 days ago

    Raleigh, NC, United States Northwestern Mutual Full time

    Becoming a Financial Advisor 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...

  • Financial Advisor

    3 days ago

    Lexington, NC, United States Cetera Investment Services LLC Full time

    Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for F.N.B Investment Services located at First National Bank in Lexington, NC. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment...

  • Financial Advisor

    2 weeks ago

    Wilmington, NC, United States Cetera Investment Services LLC Full time

    Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for F.N.B Investment Services located at First National Bank in Wilmington, NC. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment...

  • Financial Advisor

    3 days ago

    Charlotte, NC, United States Procyon Partners Full time

    Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Huntersville, United States Bank of America Full time

    Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina Job Description: Job Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it...

  • Financial Advisor

    2 days ago

    Mooresville, NC, United States Infinite Wealth Advisors, LLC Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. We have an opening for a Financial Advisor in our Mooresville, NC office. We have an additional office in...

  • Financial Advisor

    3 days ago

    Charlotte, NC, United States The Pelora Group Full time

    About the Company We are a relationship-driven organization that partners with you, the financial advisor to take your practice to the next level and remain relevant in the ever-changing financial services industry. Our purpose is to help you determine your unique vision and the direction that is right for you, to take your practice to the next level. ...

  • Financial Advisor Trainee

    3 days ago

    Charlotte, NC, United States Dexian Full time

    Location : (Onsite from Day 1) Duration : 4 months then permanent conversion upon obtaining required licenses Hours : Monday to Friday, 8:30 AM - 5:00 PM Program Overview The Financial Advisor Onboarding Training Program is designed to equip participants with the skills and knowledge necessary to support the integration of Financial Advisors (FAs)....

  • Financial Advisor

    4 weeks ago

    Apex, NC, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Service Advisor

    2 days ago

    Leland, NC, United States E.A. Buck Financial Services Full time

    Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Leland, NC is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...

  • Financial Advisor

    2 weeks ago

    Greensboro, NC, United States Truliant Federal Credit Union Full time

    Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our...

  • Financial Advisor

    4 weeks ago

    Deming, NM, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

Financial Advisor

1 month ago

Huntersville NC United States Northwestern Mutual Full time

Financial Advisor - Huntersville/Lake Norman

Here at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. 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.

Compensation & Benefits

  • Commission structure
  • Renewable income
  • Passive income
  • Bonus programs and expense allowances to support business start up
  • Support for insurance licensing, SIE, Series 7, Series 63, 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
  • Entrepreneurial ambitions
  • 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
  • Excellent time-management skills
  • 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

Why join Northwestern Mutual:

  • Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Top 10 US Independent Broker-Dealers

    1

  • 1 Amongst Life Insurers Most Admired Companies

    2

    for Financial Soundness
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
  • $224 billion

    3

    (retail investment client assets held or managed)

1

Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

2

To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3

Combined client assets of NMIS and NMWMC as of June 30, 2021
  • Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.