Top 255 Financial advisor Jobs in Bala Cynwyd, Pa

Financial Advisor
Northwestern Mutual - Eastern Pennsylvania —King of Prussia, PA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ
Charles Schwab —Philadelphia, PA
- $75,000 - $95,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - Associate/Servicing Advisor
Vallum Wealth Management —Haddonfield, NJ
- $75,000 - $95,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Paid holidays
- Health insurance
Quick Apply
9d
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Training and Mentorship Provided
Northwestern Mutual —Philadelphia, PA
- $106,000 - $200,000 a year
- Full-time
- Marketing
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Financial Planner
Karr Barth Associates —Bala-Cynwyd, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Retirement plan
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Bala-Cynwyd, PA
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Entry-Level Financial Representative
Evolution Financial Group —Media, PA
- $87,100 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Management Associate, Portfolio Management
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Commuter assistance
- Health savings account
9d
Wealth Advisor
Cerity Partners —West Conshohocken, PA
- $120,000 - $150,000 a year
- Email
- Microsoft Outlook
- CPA
- 5 years
- Commuter assistance
- Dental insurance
9d
Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
Wealth Advisor II
Tompkins Community Bank —Plymouth Meeting, PA
- $110,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
4d
Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia
Goldman Sachs —Philadelphia, PA
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Financial Planning Consultant - Devon, PA
Raymond James Financial, Inc. —Devon, PA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Advisor Operations Specialist
Human Interest —Philadelphia, PA
- $70,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Business development
- Health insurance
- Dental insurance
Investment Consultant - Wayne, PA
Charles Schwab —Wayne, PA
- $30.10 - $43.17 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
8d
Wealth Planning Associate
Brown Brothers Harriman —Philadelphia, PA
- Full-time
- 5 years
- Business development
- Senior level
Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Philadelphia, PA
- Full-time
- Mid-level
- 2 years
6d

I want to receive the latest job alert for financial advisor in bala cynwyd, pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near bala cynwyd, pa

Financial Advisor jobs in King Of Prussia, PA

Vice President Of Finance jobs in Philadelphia, PA

Financial Advisor jobs in Philadelphia, PA

Entry Level Financial Analyst jobs in Media, PA

Planner jobs in Philadelphia, PA

Wealth Management Advisor jobs in Philadelphia, PA

Academic Advisor jobs in Washington, DC

Academic Advisor jobs in Oklahoma City, OK

Financial Advisor jobs in Cincinnati, OH

Financial Reporting jobs in Remote

Financial Advisor jobs in Wichita, KS

Financial Advisor jobs in Tampa, FL

Financial Advisor jobs in Kalispell, MT

Financial Advisor jobs in Vero Beach, FL

Vice President Of Finance jobs in Los Angeles, CA

President & Ceo jobs in Boston, MA

Vice President Of Finance jobs in Ohio

Vice President Of Finance jobs in Reno, NV

Vice President Of Finance jobs in Deerfield, IL

Finance Manager jobs in Remote

Financial Advisor

Northwestern Mutual - Eastern Pennsylvania -
King of Prussia, PA

Quick Apply

Job Details

Full-time
$61,000 - $250,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
Life insurance

Qualifications

Financial sales
Bachelor's degree
Business management
Insurance sales
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Financial Advisor | Training included | (King of Prussia, PA)

LIVE LIFE DIFFERENTLY

French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.”

Financial Advisors at Northwestern Mutual Philadelphia help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.

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. As a financial advisor, you will:

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.

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

(Similar to owning a business, which is based on revenue generated. This is not a salaried position)

Performance-based earnings and revenue:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-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

ARE YOU RIGHT FOR THIS OPPORTUNITY?

Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning & growth
Proven leadership skills
4 Year Degree: (Preferred)
Financial Concepts: 1 year (Preferred)
License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred)
Legal authorization to work in the US without sponsorship (Required)

WHY JOIN NORTHWESTERN MUTUAL:

Top 5 US Independent Broker-Dealers
Unsurpassed financial strength with total company assets of $366 billion
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Fortune 500® company
Philly’s Top Work Places for 2025
2026 Training MVP Award winner

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

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.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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 for Northwestern Mutual, approval for contract will be withdrawn.

Pay: $61,000.00 - $250,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in bala cynwyd, pa

Financial Advisor

VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ

Financial Advisor - Associate/Servicing Advisor

Financial Advisor with Training and Licensing Support

Financial Advisor - Training and Mentorship Provided

Retirement Planning Associate - Retirement Benefits Group

Associate Financial Planner

Entry Level – Financial Advisor

Entry-Level Financial Representative

Management Associate, Portfolio Management

Wealth Advisor

Management Associate, Wealth Advisory

Wealth Advisor II

Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia

Financial Planning Consultant - Devon, PA

Financial Advisor Operations Specialist

Investment Consultant - Wayne, PA

Wealth Planning Associate

Wealth Management Associate

2027 | Americas | Philadelphia | Wealth Management, Private Wealth Management | New Associate

I want to receive the latest job alert for financial advisor in bala cynwyd, pa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected