Top 26 Wealth manager Jobs in Allentown, Pa

Financial Representative
Northwestern Mutual —Center Valley, PA
- $90,000 - $170,000 a year
- Choose your own hours
- Background check
- Bachelor's degree
- Criminal background check
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Product Owner - Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
- $79,310 - $130,295 a year
- Email
- Mid-level
- Continuous improvement
- Product management
5d
Senior Product Owner, Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
- $99,150 - $162,885 a year
- Email
- 5 years
- Product management
- US work authorization
Financial Advisor Relationship Manager
CAPTRUST —Allentown, PA
- Full-time
- CPA
- Public speaking
- Mid-level
- Health savings account
- Disability insurance
Associate Wealth Advisor
Strategic Wealth Alliance Group —Allentown, PA
- $100,000 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Financial Advisor (Allentown)
Vista Wealth Solutions —Allentown, PA
- $80,000 - $220,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Financial services
- Disability insurance
- Health insurance
Quick Apply
9d
Financial Planner
Vista Wealth Solutions —Allentown, PA
- $80,000 - $220,000 a year
- Mid-level
- Bachelor's degree
- 2 years
Quick Apply
5d
Financial Advisor (Center Valley)
Vista Wealth Solutions —Center Valley, PA
- $80,000 - $220,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
9d
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market
Bank of America —Allentown, PA
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Financial Advisor Associate - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor
Citadel Federal Credit Union —Harleysville, PA
- Word processing
- Basic math
- Research
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Representative

Northwestern Mutual
Center Valley, PA

Quick Apply

Job Details

Full-time
$90,000 - $170,000 a year

Benefits

Health insurance
Dental insurance
Pension plan
Vision insurance
Flexible schedule
Life insurance

Qualifications

Financial concepts

Full Job Description

Financial Representative

As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering 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 even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain 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 Financial Representative, you have the opportunity to:

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

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients’ needs.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

Compensation & Benefits

· Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)

· Additional income structure to support training and early development

· Renewal income earned for continued client support and policy management

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

· NM-Funded Retirement Package and Pension Plan

· Competitive and comprehensive medical, vision, and dental plans

· Life Insurance and Disability Income Insurance

· Parental benefits at every stage of 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 relationship-building or client-facing roles

· Excellent time-management skills

· Desire for continuous learning and collaboration

· Proficient critical thinking and communication competencies

· Legal authorization to work in the US without sponsorship

About Us

For over 165 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. As such, they are considered independent contractors(1).

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes(2). We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

· Fortune 500 company (2023)

· Forbes’ Best Employers for Diversity (2018-2021)

· Top 10 US Independent Broker-Dealers(3)

· #1 Amongst Life Insurers Most Admired Companies(4) for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets

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

· $257 billion retail investment client assets held or managed by Northwestern Mutual (5)

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

(1 ) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work with Northwestern Mutual, approval for contract will be declined.

(2) We are committed to equal opportunity in recruiting Financial Representatives and College Financial Representatives, and all qualified applicants for contracts will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran.

(3) Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.

(4) 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

(5) Combined client assets of NMIS and NMWMC as of June 30, 2023

Job Type: Full-time

Pay: $90,000.00 - $170,000.00 per year

Benefits:

Flexible schedule

Compensation Package:

Commission pay

Ability to commute/relocate:

Center Valley, PA 18034: Reliably commute or planning to relocate before starting work (Required)

Experience:

Financial concepts: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in allentown, pa

Financial Representative

Wealth Management Trainee (PA)

Product Owner - Wealth Management

Senior Product Owner, Wealth Management

Financial Advisor Relationship Manager

Associate Wealth Advisor

Financial Advisor (Allentown)

Financial Planner

Financial Advisor (Center Valley)

Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market

Financial Advisor Associate - Montgomeryville, PA

Financial Advisor - Montgomeryville, PA

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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