Jobs
>
Charlotte

    Financial Advisor - Charlotte, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual Charlotte, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Financial Advisor - Charlotte and Huntersville/Lake Norman

    Our group in Charlotte and Huntersville, NC is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

    Responsibilities:

    • Build and maintain long-term relationships with clients by providing financial planning services
    • Conduct client meetings to assess their financial needs, goals, and risk tolerance
    • Develop and implement financial plans to help clients achieve their financial objectives
    • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
    • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
    • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
    • Meet regularly with clients to review their financial plans and make adjustments as necessary
    • Generate new business through networking and referrals

    At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

    We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.

    We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission-only role, there is no cap on your earning potential, providing unlimited opportunities for top performers.

    Compensation & Benefits

    • Commission structure to support early development
    • Renewable income
    • Bonus programs and expense allowances
    • Support for insurance licensing, SIE, Series 7, Series 63, CFP, and more
    • Retirement Package and Pension Plan
    • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
    • 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 sales, athletics, military, client services, or client-facing roles
    • Excellent communication and interpersonal skills
    • Strong attention to detail and ability to analyze complex financial data
    • Demonstrated ability to build and maintain client relationships
    • Excellent time-management skills
    • Desire for continuous learning
    • Legal authorization to work in the US without sponsorship

    If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position

    About Us

    For over 160 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. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes

    Why join Northwestern Mutual:

    • Fortune 100 company (2021)
    • Forbes' Best Employers for Diversity
    • Top 10 US Independent Broker-Dealers1
    • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
    • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
    • $224 billion3 (retail investment client assets held or managed)

    1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

    2 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

    3 Combined client assets of NMIS and NMWMC as of June 30, 2021

    • Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
  • Equitable Advisors

    Financial Advisor

    1 week ago

    Equitable Advisors Charlotte, United States

    Equitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and ...

  • Equitable Advisors

    Financial Advisor

    1 week ago

    Equitable Advisors Charlotte, United States

    Equitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Charlotte, United States

    Entrepreneurship while making an impact. · This is a career shift that could change everything. · If youve considered starting a business, this may be what youre looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual Charlotte, United States

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading traini ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Charlotte, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone elses life for the better is also life-changing for you personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...

  • A4 Wealth Advisors LLC

    Junior Financial Advisor

    2 weeks ago

    A4 Wealth Advisors LLC Charlotte, United States

    Job Description · Job Description · Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and ...

  • Valor Private Wealth, LLC

    Sr Financial Advisor

    1 week ago

    Valor Private Wealth, LLC Charlotte, United States

    Company Description · At Valor Private Wealth, LLC, our philosophy is to understand our clients' goals and develop tailored financial plans to help them make the most suitable decisions. We provide proactive and knowledgeable financial advice by staying up-to-date on relevant tax ...

  • RogueSearch

    Senior Financial Advisor

    3 weeks ago

    RogueSearch Charlotte, United States

    Senior Financial Advisor · Charlotte, NC · Mooresville, NC · Shelby, NC · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network fo ...

  • The Bank of America Corporation

    Financial Solutions Advisor

    2 days ago

    The Bank of America Corporation Charlotte, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Financial, Solutions Advisor, ...

  • New York Life Charlotte

    Financial Advisor Professional

    1 week ago

    New York Life Charlotte Charlotte, United States

    Job Description · Job DescriptionDoes this sound like you? · You have worked hard your whole career and given more than 100% but you have never quite achieved recognition, promotions or financial rewards to reflect that work. · Perhaps you took a job in an industry that you have ...

  • A4 Wealth Advisors, LLC

    Junior Financial Advisor

    3 weeks ago

    A4 Wealth Advisors, LLC Charlotte, United States

    Job Description · Job DescriptionAre you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and this ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    2 weeks ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job DescriptionStone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial stra ...

  • Stone Press Financial Group

    Experienced Financial Advisor

    3 weeks ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job Description · Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial ...

  • Paramount leadership development

    Financial Advisor Remote

    3 days ago

    Paramount leadership development Charlotte, United States

    Job 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 ...

  • Paramount leadership development

    Financial Advisor Remote

    2 weeks ago

    Paramount leadership development Charlotte, United States

    Job 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 ...

  • Equitable Advisors LLC

    Financial Advisor

    1 week ago

    Equitable Advisors LLC Charlotte, United States

    Equitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, an ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual Charlotte, United States

    Entrepreneurship while making an impact. · This is a career shift that could change everything. · If you've considered starting a business, this may be what you're looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them p ...

  • Stone Press Financial Group

    Entry Level Financial Advisor

    2 weeks ago

    Stone Press Financial Group Charlotte, United States

    Job Description · Job Description · Do you have an entrepreneurial spirit?At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day. We believe that growth isn ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago

    Northwestern Mutual Charlotte, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing and impacting someone else's life for the better is also life-changing for you – personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from you ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Charlotte, United States

    Entrepreneurship while making an impact. · This is a career shift that could change everything. · If youve considered starting a business, this may be what youre looking for. · As a Financial Advisor, you will work with individuals, families, and small businesses to help them ...