Finance planner jobs in Waukesha, WI - 169 jobs

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: Build relationships with potential clients and understand their financial needs Present and explain products and solutions Guide clients through the application and policy issuance process Provide ongoing support and service to clients Attend training and development sessions Qualifications: Who We're Looking For: Highly motivated and self-driven individuals Excellent communication and interpersonal skills A passion for helping others A strong work ethic and a desire to succeed Sales experience is a plus, but not required. We are willing to train the right person Must be able and willing to obtain a life insurance license This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? Be part of a supportive and collaborative team Represent a reputable and respected company Enjoy the flexibility and freedom of a self-driven career Make a positive impact on the lives of others Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities * Build and manage relationships with clients to understand their financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay current on market trends, financial regulations, and product offerings * Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance, trust management, and client advocacy * Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking * Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs * Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications * Bachelor's degree or equivalent skills * Strong interpersonal and communication skills * Proven ability to build trust and long-term relationships * Self-motivated with a growth mindset and entrepreneurial spirit * Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer * Structured training and mentorship * Competitive compensation with performance-based incentives * Benefits package including health and 401(k) retirement plan * Pathway to professional certifications and career advancement * Supportive, collaborative team environment * Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. We're looking for an experienced Investment Banking Associate to join our team in Chicago, IL or Milwaukee, WI. What You'll Do Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making What You'll Gain A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes We're looking for people ready to lead with focus and integrity At least one year of full-time experience in a solution-focused financial or quantitative role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Duties and responsibilities Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. Identify suitable investment opportunities that align with clients' risk profiles and objectives. Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. Develops prospects for new client relationships through networking and COI building. Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. Periodically present seminars to WSB staff or prospects to educate, inform and garner business. Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. Other duties as assigned. Qualifications Experience Required 3-5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field. Education Required High School diploma or general education degree (GED) Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred Bachelor's degree in finance or business is preferred. Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, based in Milwaukee, WI, is a subsidiary of Northwestern Mutual Life Insurance Company with over $275 billion in assets under management (AUM). The Public Investment department manages more than $120 billion, specializing in fixed income for the company and its affiliates through portfolios in investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, and leveraged loans. Position Overview: Join our Public Investments team as an Associate in a targeted role, focusing on one area such as investment strategies, portfolio management, research, trading, or quantitative analysis. While the specific function will be determined during the selection process, we are seeking individuals who have a clear interest and relevant experience in one or more of the areas listed above. Relevant experience may include work with portfolio types such as investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, or leveraged loans, as highlighted in our department overview. Key Responsibilities: * Assist in the analysis and management of investment portfolios, including monitoring performance and conducting risk assessments. * Support the development and implementation of investment strategies that align with client objectives and market trends. * Collaborate with senior team members to prepare presentations and reports for internal and external stakeholders. * Conduct research and analysis on investment opportunities, market conditions, and industry trends. * Participate in client meetings, presentations, and discussions to support relationship management efforts. * Maintain and update investment databases and systems to ensure data accuracy and accessibility. Qualifications: * Bachelor's degree in Finance, Economics, Business, or a related field required; candidates with advanced degrees, such as an MBA, will be considered favorably. * CFA charterholder (or progress toward achievement) preferred; other relevant professional designations will also be viewed positively. * Previous experience or internships in finance, investment management, or a related field is preferred but not required. * Strong analytical and quantitative skills, with a keen interest in financial markets and investment strategies. * Excellent communication and interpersonal skills, with the ability to collaborate effectively within a team. * Proficiency in Microsoft Excel, PowerPoint, Bloomberg, and other financial analysis tools. * Familiarity with artificial intelligence tools such as Copilot and other modern productivity solutions to enhance workflow and data analysis. #LI-Hybrid Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

Lead Financial Advisor Drake & Associates Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team. Role Overview The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firms value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. NO PROSPECTING! Key Responsibilities Develop, present, and implement tailored financial plans Advise clients on annuities, life insurance, long-term care, and managed investments Provide comprehensive financial planning, including investment, insurance, and retirement strategies Cultivate and maintain strong client relationships Specific Qualifications Active Life & Health license Series 65 or Series 66 and Series 7 licenses Bachelors degree preferred Minimum three years of financial services experience, with an emphasis on sales Strong organizational, analytical, and communication skills (verbal and written) Proficiency with Google Suite; Salesforce experience preferred Desired Attributes Initiative and persistence Positive attitude Entrepreneurial mindset Effective local marketing skills Persuasive communication Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Senior Financial Advisor Position Objective The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients. Typical Duties and Responsibilities Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change Build and maintain strong, long-term client relationships through exceptional service and clear communication Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice Mentor junior advisors and support team development, as needed Ensure compliance with RIA regulations, internal policies, and fiduciary best practices Contribute to business development efforts through referrals, client retention, and strategic growth initiatives Position Requirements Bachelor's degree in finance, economics, business, or related field 5-10 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) CFP designation preferred Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills High attention to detail and client service orientation Ability to learn quickly in a fast-paced advisory environment Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail) Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen) Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-MS1

Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww

🌟 Join Our Team! 🌟 This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients. Job Summary: The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality. Duties/Responsibilities: Carries out planning, analysis, investment and other decisions that affect client relationships Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions Works with clients to obtain information and prepare risk profiles and investment policy statements Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group Develops asset allocation strategies and works independently or with the Investment Group to implement Rebalances portfolios as directed by the Investment Committee Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities Researches new investment products and vendors Facilitates the adoption of new technology by client service teams and trains others as necessary Frequently supervises and trains entry-level positions and the Operations Group Advises clients on appropriate financial products in the context of their plans Required Skills/Abilities: Financial Advisors are expected to have expertise in the following skill areas: Financial planning and financial advice Client service Compliance process Project/time management Client and internal communications Relationship management Networking Business development Management and leadership Coaching and mentorship Education, Experience, and Licensing: Associate's degree preferred. Series 63, 65, and 66 certifications are preferred. Series 7 certification preferred. Certified Financial Planner (CFP) certification preferred. Physical Requirements: Prolonged periods sitting or standing at a desk and working on a computer. This position is an in-office position. Benefits As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule - Monday thru Friday, with rotating Saturdays Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives 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, SIE, Series 6, Series 63, CFP , and more NM-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 You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 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. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 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. 1 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. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 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 fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Abbot Laboratories Employees Credit Union in Gurnee, IL would allow you to join Abbot Laboratories Employees Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Abbot Laboratories Employees Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Abbot Laboratories Employees Credit Union for financial solutions. This position will offer: The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Link to apply: ****************************************************************************************************************************************

Benefits: Competitive salary Opportunity for advancement Training & development 🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative Type: Full-Time Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you! What You'll Be Doing: 🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service. 💼 Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm. 🛠️ Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here! 📈 Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success! What We're Looking For: 🗣️ Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients. 🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you! 💬 People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued. 🎉 Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact! Perks & Benefits: Competitive salary with performance-based incentives Paid time off and holidays Opportunities for career advancement and professional development A fun, inclusive, and supportive work environment Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan! How to Apply: Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you! Manuel Torres State Farm is an Equal Opportunity Employer. Compensation: $17.00 - $20.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team's global investment banking and financial sponsor coverage platform provides an extensive network of relationships among active Industrial strategic buyers and investors around the world. Baird's Global Industrial platform includes over 100 investment bankers, who have completed over 280 M&A and financing transactions since 2020. We are looking for an experienced Investment Banking Analyst to join our team in Milwaukee, WI or Chicago, IL. What You'll Do: Learn by doing and be trusted with meaningful work from the jump * Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services * Work with your team to prepare company valuations, build financial models, and create marketing materials * Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches * Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain: The kind of environment that turns early talent into lasting careers * Contribute to every stage of a transaction, from conducting research to facilitating due diligence * Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives * Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world * Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes: We're looking for people who want to go far, and go together * A candidate energized by learning, teamwork, and real responsibility * 12-24 months of full-time work experience (investment banking preferred) * A proven academic record and a passion for finance (a finance degree is helpful, but not required) * Drive, resilience, and a strong work ethic * Ability to work independently and thrive in a collaborative setting * Strong mathematical, writing, and verbal skills; relevant software proficiency * SIE and Series 79 licensing preferred (or the ability to obtain them quickly) Compensation and Benefits: * $110,000 - $125,000 annual salary with bonus potential * Compensation and bonus are commensurate with experience, performance and/or GIB profitability * In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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 revenue 1 : A verage 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 2 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 contractors 3 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 Range USD $61,000.00 - USD $250,000.00 /Yr.

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward lead advisor responsibilities. Typical Duties and Responsibilities Assist in preparing financial plans, investment proposals, and client review materials Conduct data gathering, analysis, and client onboarding activities Support portfolio monitoring, rebalancing, and implementation of investment strategies Participate in client meetings, take notes, and follow up on action items Maintain accurate client records and documentation in CRM and planning software Conduct research on investments, financial planning strategies, and market trends Ensure compliance with RIA policies and regulatory requirements Position Requirements Bachelor's degree in finance, economics, business, or related field 2-5 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) Progress toward CFP designation preferred Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills High attention to detail and client service orientation Ability to learn quickly in a fast-paced advisory environment Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail) Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen) Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-MS1

TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.

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 revenue 1 : A verage 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 2 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 contractors 3 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 Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.