Top 302 Financial advisor Jobs in Wisconsin

Financial Advisor - (Brookfield, WI) Career Changers Encouraged to Apply!
Northwestern Mutual —Waukesha, WI
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Representative - Entry Level
Wisconsin Region - Modern Woodmen of America —Stevens Point, WI
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- 11+ years
- Recruiting
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor
UMB Financial Corporation —Milwaukee, WI
- $81,864 - $120,406 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
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 - Waukesha, WI and Surrounding Areas
Thrivent —Waukesha, WI
- Background check
- Mid-level
- Business development
- 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
- Paid training
- AD&D insurance
Quick Apply
Financial Sales Representative
Northwestern Mutual —Janesville, WI
- $100,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development
- Health savings account
- Disability insurance
Quick Apply
Financial Representative
Modern Woodmen of America —New Berlin, WI
- $50,000 - $250,000 a year
- Full-time
- Background check
- Driver's License
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Representative
Modern Woodmen of America —Madison, WI
- $50,000 - $250,000 a year
- Full-time
- Background check
- Office
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Virtual Financial Advisor - Milwaukee - Hybrid
Thrivent —Milwaukee, WI
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
RIS Specialist
WEA Member Benefits —Madison, WI
- 8 hour shift
- Microsoft Access
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Registered Branch Associate
Edward Jones —Green Bay, WI
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Wealth Management Associate (Milwaukee, WI)
Equitable Advisors —Milwaukee, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Registered Branch Associate
Edward Jones —Portage, WI
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Financial Advisor
Northwestern Mutual —Oshkosh, WI
- $60,000 - $100,000 a year
- Full-time
- Sales
- Research
- Office
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Janesville, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Brookfield, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Northwestern Mutual - Kempf District Office —Wausau, WI
- $50,000 - $100,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisor
Edward Jones —Beaver Dam, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
New York Life —Madison, WI
- $57,000 - $245,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Entry level
- Paid training
- Health savings account
Quick Apply
5d

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financial advisor jobs near wisconsin

Financial Advisor - (Brookfield, WI) Career Changers Encouraged to Apply!

Northwestern Mutual -
Waukesha, WI

Quick Apply

Job Details

Full-time
$61,000 - $119,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Pension plan
Parental leave
Vision insurance
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Investment
Financial sales
Teamwork
Bachelor's degree
Experience practicing in the securities industry
Time management

Full Job Description

Financial Advisor - See Job Description and Focus below

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. 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.

Responsibilities

As a financial advisor, you will:

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

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

Performance-based earnings and revenue1:
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 #LI-Onsite

Qualifications

You could be right for this opportunity if you have:

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

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.

1. 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

2. 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.

3. 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.

Posted Salary RangeUSD $61,000.00 - USD $250,000.00 /Yr.

Job Type: Full-time

Pay: $61,000.00 - $119,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Waukesha, WI 53186

Quick Apply

Refine Your Search

financial advisor jobs in wisconsin

Financial Advisor - (Brookfield, WI) Career Changers Encouraged to Apply!

Financial Representative - Entry Level

Wealth Advisor

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Advisor - Waukesha, WI and Surrounding Areas

Financial Advisor - Northern Highland Financial Advisors

Financial Sales Representative

Financial Representative

Financial Representative

Virtual Financial Advisor - Milwaukee - Hybrid

RIS Specialist

Registered Branch Associate

Wealth Management Associate (Milwaukee, WI)

Registered Branch Associate

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

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