Top 9 Personal Financial Advisors Jobs in Wenatchee, WA

Financial Advisor (Career Changers Desired)
Northwestern Mutual - Inland Northwest —Wenatchee, WA
- $52,000 - $150,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales Executive- Personal Insurance
Marsh McLennan Agency-Northwest —Wenatchee, WA
- $62,500 - $116,400 a year
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Personal Banker
KeyBank National Association —Wenatchee, WA
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
8d
241-CLS-06-26 Secretary @ Orchard
Wenatchee Public Schools —Wenatchee, WA
- $23.01 - $25.45 an hour
- Full-time
- Background check
- Spanish
- English
- Disability insurance
- Health insurance
Quick Apply
5d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor (Career Changers Desired)
Northwestern Mutual - Inland Northwest —Wenatchee, WA
Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$52,000 - $150,000 a year
Quick Apply
Associate Financial Advisor
Edward Jones —Chelan, WA
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…
6d

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
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Personal Financial Advisors jobs near Wenatchee, WA

Financial Advisor (Career Changers Desired)

Northwestern Mutual - Inland Northwest -
Wenatchee, WA

Quick Apply

Job Details

Full-time
$52,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Pension plan
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Financial planning software
Financial sales
Investment management advisory services
Military
Sales needs analysis
Business analysis
Mid-level
Entrepreneurship
Financial planning for education
Investment client management
Financial product expertise
Business management
Relationship building in financial sales
Leadership
Retirement planning advisory services
Time management
Team building

Full Job Description

to be considered for next steps, please take the 5 minute culture index survey (copy and paste the link below into your browser):

https://surveys.cultureindex.com/s/8F76600000/36884

Job description

Financial Representatives at Northwestern Mutual - Inland Northwest 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:

Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

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.

Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

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 (2021)
Best Places to Work Inland NW 2022
Forbes' Best Employers for Diversity (2018-2020)
Top 10 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)

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

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

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.

Job Type: Full-time

Pay: $52,000.00 - $150,000.00 per year

Ability to commute/relocate - Reliably commute or planning to relocate before starting work (Required) to either of the following office locations:

Wenatchee, WA 98801
Yakima, WA 98901

Work Location: In person

Job Type: Full-time

Pay: $52,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Wenatchee, WA

Financial Advisor (Career Changers Desired)

Sales Executive- Personal Insurance

Personal Banker

241-CLS-06-26 Secretary @ Orchard

Wealth Solutions Advisor

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