- Impact: Helping your client's live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Interdependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client's needs
- Collaborating with experts to develop financial acumen and expertise
- Attracting, selecting and developing talent for the financial advisor role
- Mentoring a business unit of financial advisors within their first five years
- A bachelor's degree
- Ability to devote 40+ hours weekly in and out of the office
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
- Exceptional income potential that remains uncapped
- Creation of scalable equity
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Maternity Leave
-
Financial Advisor
2 weeks ago
BlueWave Solutions West View, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years ...
-
Financial Advisor
1 week ago
Northwestern Mutual San Jose, United States***Must be based within reasonable commuting distance of 95008 to be considered*** · Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create ...
-
Financial Advisor
6 days ago
Allworth Financial San Jose, United StatesAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutio ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual San Jose, United States***Must be based within reasonable commuting distance of 95008 to be considered*** · Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create ...
-
Financial Advisor
2 weeks ago
Sapphire Solutions San Mateo, United StatesJoin Sparkasse Bayreuth as a · Financial Advisor (m/f/d) · permanent / full-time · Are you a customer-oriented, sales-driven and entrepreneurial-minded advisor looking to take on challenging tasks in the field of needs-based retail customer consulting? Then you've come to the rig ...
-
Financial Advisor
2 weeks ago
New York Life San Jose, United StatesNew York Life - Insurance Agent with New York Life Insurance Company · The fundamental foundation of a New York Life Insurance Agent's role is built client by client. · Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpect ...
-
Financial Advisor
2 weeks ago
Priority Financial Group Santa Clara, United StatesPriority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale o ...
-
Financial Advisor
2 weeks ago
Grassi Investment Management Santa Clara, United StatesGrassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. · Our ideal candidate would be from a large firm looking to bring their expertise and kno ...
-
Senior Financial Advisor
2 weeks ago
NAPFA Consumer Group San Jose, United StatesHilary Hendershott · 2025 Gateway Place · Ste 405 · San Jose, CA 92672 · Hendershott Wealth Management, LLC, is a thriving and unique financial services firm looking to hire a remote and experienced Senior Financial Advisor to join our team. As a Senior Financial Planner at HW ...
-
Financial Aid Advisor
1 day ago
San Jose State University San Jose, United StatesJob Summary · The Financial Aid Advisor performs functions under the general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the financial aid eligibility determination for student fi ...
-
Financial Aid Advisor
2 days ago
San Jose State University San Jose, United StatesJob Summary · The Financial Aid Advisor performs functions under the general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the financial aid eligibility determination for student fin ...
-
Bilingual Financial Advisor
2 weeks ago
New York Life - Silicon Valley San Jose, United States Full timeWe're looking for experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance ...
-
Financial Aid Advisor
1 day ago
InsideHigherEd San Jose, United States Administrative Jobs ,Job no: 535691 · Work type: Staff · Location: San José · Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services · Job Summary · The Financial Aid Advisor performs functions under the general supervision of the Associate Director ...
-
Financial Specialist/Advisor
1 week ago
Archetype Permanent Solutions San Jose, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Financial Advisor- S and T
2 weeks ago
EY - Ernst & Young Global Limited San Jose, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture Financial Advisor, Modeling, Ec ...
-
Merrill Financial Solutions Advisor
6 days ago
Bank of America San Jose, United StatesMerrill Financial Solutions Advisor - Silicon Valley Capital Market · San Jose, California;San Jose, California; Monterey, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every c ...
-
Merrill Financial Solutions Advisor
1 day ago
Bank of America San Jose, United StatesMerrill Financial Solutions Advisor - Silicon Valley Capital Market page is loaded · Merrill Financial Solutions Advisor - Silicon Valley Capital Market · Apply · locations · San Jose · Monterey · San Jose · time type · Full time · posted on · Posted 6 Days Ago · job r ...
-
Financial Advisor- S and T
1 day ago
EY San Jose, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. · At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the ...
-
Financial Advisor- S and T
4 days ago
EY San Jose, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Financial Advisor- S and T
5 days ago
EY San Jose, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the be ...
Financial Advisor - San Jose, United States - Northwestern Mutual
Description
***Must be based within reasonable commuting distance of 95008 to be considered***
Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive planning process. Our financial advisors seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Unique to Northwestern Mutual San Jose, our Accelerated Managing Director track is designed specifically for candidates interested in building a clientele while mentoring and developing talent within the firm. This leadership accelerant will immerse you in additional development geared toward becoming a Managing Director while you build your financial planning practice.
Here, you are backed by a Fortune 111 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
Financial Advisor careers provide what many people desire professionally:
Day-to-day:
Desired Skills and Experience:
We welcome all applicants with varying degrees and professional experience to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
Compensation & Benefits: