Top 12400 Financial Advisor Job Jobs

Service Financial Advisor - Salaried Position - NWM Experience Required
Northwestern Mutual —Remote
- $70,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Mid-level
- Financial services
- Paid training
- Health insurance
Quick Apply
Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas
Thrivent —Spokane, WA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Northern Highland Financial Advisors
Thrivent —Stevens Point, WI
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - Green Bay, WI and Surrounding Areas
Thrivent —Green Bay, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Grand Rapids, MI and Surrounding Area
Thrivent —Grand Rapids, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Tulsa and surrounding suburbs
Thrivent —Tulsa, OK
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Servicing Financial Advisor (Required Series 7/66 and experience)
Ethos Financial Partners —Albuquerque, NM
- $70,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Paid training
- Relocation assistance
Quick Apply
Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Planner 3+ Years Experience
Babb Financial Group —Flagstaff, AZ
- $100,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
5d
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor - Sarasota, FL
Florida Financial Advisors —Sarasota, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - SD - Sioux Falls
Thrivent —Sioux Falls, SD
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply

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Service Financial Advisor - Salaried Position - NWM Experience Required

Northwestern Mutual
Remote

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Teamwork
Series 6
Microsoft Outlook
Series 7
Schedule management
Customer relationship management
Financial services
Experience practicing in the securities industry
Series 63

Full Job Description

Job Title: Financial Advisor

Job Summary:

Due to strong growth, we are seeking an experienced and detail-oriented Financial Service Advisor to join our team and support the Lead Advisors and other key departments to maximize revenue and retention. The successful candidate will focus on case preparation, enhancing client meeting effectiveness and excel at client relationship management. This is an excellent opportunity for a skilled and results-driven individual to make a significant impact in the financial services industry; this role provides a foundation to explore various paths within the firm, including development into a Lead Advisor.

Competitive Salary Range: $70,000-$100,000 base salary, PLUS competitive bonus

Benefits Include:

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Responsibilities:

2nd Chair to Advisor(s)

Prepares all necessary material and preps Lead Advisors for all client meetings to ensure agenda and deliverables are ready.
Attends all client meetings to facilitate thorough documentation, meeting summaries, action items, and follow-through with the client and team.
Owns and leads the follow through and execution of action items from all meetings.
Facilitates and monitors progress throughout the initial planning experience, onboarding, and ongoing reviews.
Creates and manages workflows and tasks to ensure quality and timely execution.

Plan Creation

Serves as liaison w/ H.O. FPS to send and review Plans.
Reviews completed plans for accuracy, quality, and case strategy opportunities.
Prepares questions and presents @ Case Strategy Meetings.
Identifies and provides feedback to Leadership for planning and client experience enhancement.

Client Relationship Management and Service

Serves existing clients as the initial point of contact for ongoing service questions and advice.
Identifies service and advice requests for Lead Advisor involvement and/or collaboration.
Manages client reviews schedule to ensure timely connections are completed.

Planning and Investment Support

Supports Director of Investments and Planning in miscellaneous requests, as capacity allows.
Supports miscellaneous project assignments.

Qualification and Skills

Life Accident and Health Exam
Series 7 and 63 preferred (will consider Series 6 in lieu of Series 7)
CFP® designation preferred
Exceptional organizational and communication skills (oral and written)
Highly proactive, engaged and motivated to learn and continue professional development
Polished presentation
Excels in collaborative, team environment
Adaptive to change
Proficient with Word, Excel, Outlook, and technology in general

Experience

Northwestern Mutual Experience Preferred
2to 5 Yr+ Industry
2 to 5 Yr+ Financial Planning Concepts
2 to 5 Yr+ Investments and Insurance

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

WHO WE ARE:

At The Reserve Wealth Collective, we take a comprehensive approach that goes far beyond investment management. We are proud to be affiliated with one of the strongest financial institutions in the world -Northwestern Mutual - but wanted to create a brand that spoke to the unique work we do for clients. We are proud of the exclusivity of what we offer and how we deliver service to clients.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Paid training
Vision insurance

Experience:

Northwestern Mutual : 1 year (Required)

License/Certification:

Series 63 (Required)
Series 6 (Preferred)
Series 7 (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

Financial Advisor Job jobs

Service Financial Advisor - Salaried Position - NWM Experience Required

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding areas

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Advisor - Abide Wealth Advisors

Financial Advisor - Northern Highland Financial Advisors

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Financial Advisor - Green Bay, WI and Surrounding Areas

Financial Advisor - Grand Rapids, MI and Surrounding Area

Financial Advisor - Tulsa and surrounding suburbs

Servicing Financial Advisor (Required Series 7/66 and experience)

Financial Advisor - Pittsburgh, PA

Financial Planner 3+ Years Experience

Financial Advisor - Chattanooga, TN

Financial Advisor - Melbourne, FL

Private Equity Investment Sales Associate

Certified Financial Planner Professional

Financial Advisor - Sarasota, FL

Financial Advisor - SD - Sioux Falls

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