Financial Advisor

1 month ago


Albany, United States Northwestern Mutual Full time
Job DescriptionJob Description

Financial Advisors at Northwestern Mutual 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:

Personal Planning Analysis - 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.

Compensation & Benefits

· Commission structure to support early development

· Renewable income

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, 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

· 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

Are you ready to change your life and the lives of your clients? Apply now

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:

· #90, Fortune 100 company (2022)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 5 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed)

Job Type: Full-time

 

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Parental leave
  • Retirement plan
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay
  • Signing bonus

Ability to commute/relocate:

  • Albany, NY 12211: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Company DescriptionOur Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan. Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 160 years. Northwestern ranks #88 on FORTUNE® 500, was named and recognized as one of the “Best places to work” in America by Glassdoor.com in 2021.Company DescriptionOur Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan. Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 160 years. Northwestern ranks #88 on FORTUNE® 500, was named and recognized as one of the “Best places to work” in America by Glassdoor.com in 2021.
  • Financial Advisor

    1 month ago


    Albany, New York, United States LPL Financial Full time

    Financial Advisor – Pioneer BankYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Pioneer Bank in Albany, NY would allow you to join the Investment Program at Pioneer Bank as a Financial Advisor associated with LPL Financial....

  • Financial Advisor

    4 weeks ago


    Albany, New York, United States LPL Financial Full time

    Financial Advisor – Pioneer BankYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Pioneer Bank in Albany, NY would allow you to join the Investment Program at Pioneer Bank as a Financial Advisor associated with LPL Financial....


  • Albany, United States Bank of America Full time

    Description : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills...


  • Albany, New York, United States Bank of America Full time

    Job Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed...

  • Financial Advisor

    4 weeks ago


    Albany, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionFinancial Advisors at Northwestern Mutual 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...

  • AAA Trust Advisor

    3 weeks ago


    Albany, United States gpac Full time

    Job Description We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various...

  • AAA Trust Advisor

    4 weeks ago


    Albany, United States gpac Full time

    Job Description We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various...


  • Albany, United States H&R Block Full time

    **517359BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...


  • Albany, United States Royal Bank of Canada Full time

    Job Summary Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies basic theories, skills, and practices to accomplish assignments. Job Description * Reviews day-to-day execution of private banking deals to ensure quality and efficiency. *...


  • Albany, New York, United States Royal Bank of Canada Full time

    Job SummaryResolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies basic theories, skills, and practices to accomplish assignments.Job Description Reviews day-to-day execution of private banking deals to ensure quality and efficiency. Monitors...


  • Albany, New York, United States InsideHigherEd Full time

    Job Title: Professional Advisor II Location: Albany State Rec. Location Regular/Temporary: Full/Part Time: Job ID: 266017 About Us Albany State University is a fully accredited senior unit of the University System of Georgia. Employees receive benefits provided by the University System of Georgia, including, but not limited to, medical and major medical...


  • Albany, United States MVP Health Care Full time

    Individual Product AdvisorAlbany County, NY, USA Clinton County, NY, USA Headquarters Office, 625 State Street, Schenectady, New York, United States of America North Country, NY, USA Plattsburgh, NY, USA Saratoga County, NY, USA Req #2016Monday, May 6, 2024Over 35 years strong and fueled by 1,700 smart, passionate employees across New York state and Vermont,...

  • Parts Advisor

    2 months ago


    Albany County, United States Ford of Latham Full time

    Job DescriptionJob DescriptionJoin Our Team as a Parts Advisor at Ford of Latham! Are you a driven individual with a passion for automotive parts and exceptional customer service? Ford of Latham is seeking a dedicated Parts Advisor to join our team in Latham, New York!Job Overview: As a Parts Advisor with Ford of Latham, you will be the go-to resource for...

  • Parts Advisor

    4 weeks ago


    Albany County, United States Ford of Latham Full time

    Job DescriptionJob DescriptionJoin Our Team as a Parts Advisor at Ford of Latham! Are you a driven individual with a passion for automotive parts and exceptional customer service? Ford of Latham is seeking a dedicated Parts Advisor to join our team in Latham, New York!Job Overview: As a Parts Advisor with Ford of Latham, you will be the go-to resource for...


  • Albany, United States Allen Financial Full time

    **Description**: Administrative Assistant to Financial Advisor **Job Purpose**: To provide high level support by assisting with customized account paperwork, attending to account service needs, assisting with marketing projects, preparing financial reports, and other basic administrative tasks. **Administrative Assistant Job Duties**: - Be able to use...


  • Albany, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual 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...


  • Albany, United States Chosen Ones Full time

    FULLY REMOTE- FT & PT INDEPENDENT ROLES AVAILABLE. LOOKING TO FILL TRAINING CLASS FOR MAY. PAID TRAINING BONUSES AVAILABLE! Company Background Founded in 1977, Primerica is the largest financial service marketing organization in North America. With more than 4 million lives insured, our mission is to help families earn more income and become properly...


  • New Albany, United States Red Roof Inn Full time

    The Chief Financial Officer (CFO) plays a crucial role in overseeing the financial operations and strategy of the organization. This individual manages the company’s cash management, investments, risk and compliance, financial planning, budgeting, forecasting, and reporting. The CFO works closely with the other senior executives to guide the...

  • Academic Advisor

    3 weeks ago


    Albany, United States Bryant & Stratton Inc. Full time

    Unlock your full potential in the innovative and inclusive environment at Bryant & Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's,...

  • Benefits Advisor

    4 weeks ago


    New Albany, United States Aflac Full time

    Job DescriptionJob DescriptionAre you a people person? Do you work well in a team environment? If so, please give us a look! We are searching for reliable, motivated individuals to support our growing sales team. This is a business sales and development role that offers a wide range of growth. We work directly with business owners to help expand their...