Top 5 Cfp Jobs in Kalamazoo, Mi

Financial Advisor - With Full Training & Development Program
Northwestern Mutual —Portage, MI
- $80,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Bachelor of Science
- Paid training
- Health savings account
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Kalamazoo, MI
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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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Stryker —Portage, MI
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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cfp jobs near kalamazoo, mi

Financial Advisor - With Full Training & Development Program

Northwestern Mutual -
Portage, MI

Quick Apply

Job Details

Full-time
$80,000 - $150,000 a year

Benefits

Paid training
Health savings account
Health insurance
Dental insurance
401(k)
Financial planning services
Pension plan
Parental leave
Employee assistance program
Vision insurance
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Experience practicing in the securities industry

Full Job Description

Job Summary:

We are seeking motivated and dynamic individuals to join our team as Wealth Management Advisors. This role is perfectly suited for career changers eager to pivot into the financial services industry, bringing fresh perspectives and enthusiasm.

As a Wealth Management Advisor, you will play a vital role in guiding clients through comprehensive financial strategies, helping them achieve their long-term goals. This position offers an exciting opportunity to develop expertise in risk management, investment strategies, and financial planning while providing exceptional service to clients. No prior experience in finance is required—just a passion for learning, strong interpersonal skills, and a drive to succeed in a rewarding career.

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.

This Career Offers the Opportunity to:

Build and maintain strong relationships with clients by understanding their financial goals and needs
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, paid training and educational programs, and mentoring opportunities. You are in business for yourself, but not by yourself!
Develop a career with NM that not only provides outstanding self-determined income potential, but more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

About Northwestern Mutual:

For 169 years, we have helped our clients achieve their goals 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 viewpoints bring new successes!

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred
Candidate must be an accomplished communicator with strong verbal and written skills
Prior sales and/or business experience preferred
Candidate must also possess a history of personal and professional success
Prior financial services experience not needed -- extensive training platform provided

Total Rewards (Benefits)

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors comprehensive compensation and benefits:

Uncapped Income Potential
Compensation in the form of commissions, residual income, incentive programs, training allowance, and bonuses
Flexibility of schedule – you determine your own calendar
Sponsorship of Licensing/Credentialing: Life, Accident & Health, SIE, Series 7, Series 63
Financial support provided for continued education and development (e.g. CFP, RICP, CLU, ChFC)
Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Leadership Opportunities
Local and national recognition

Recent Awards and Accolades for Northwestern Mutual:

FORTUNE® 500 Rank: No. 109 (2026)
Best Places to Work (Glassdoor, 2026)
Financial Advisor Magazine: Ranked 6th largest independent broker dealer (2026)
Forbes: Earning top-five spot in InvestmentNews ranking (2026)
Forbes: Over 100 advisors honored as "Best-In-State" by Forbes (2026)
Training Magazine: MVP Award for developing and empowering over 22,000 advisors, leaders, interns, and teams (2026)
FORTUNE: Recognized as one of the "World's Most Admired Companies" (2026)

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

Pay: $80,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

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cfp jobs in kalamazoo, mi

Financial Advisor - With Full Training & Development Program

Wealth Management Associate - Retirement Benefits Group

Relationship Manager – Private Wealth & Tax Solutions

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I want to receive the latest job alert for cfp in kalamazoo, mi

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