Finance Professional jobs at Legend Group Holdings

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Financial Advisor
Edward Jones 4.5
Lima, OH jobs
This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Financial Advisor
Edward Jones 4.5
Lancaster, OH jobs
This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Financial Advisor
Edward Jones 4.5
Centerville, OH jobs
This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Entry Level Financial Representative
Northwestern Mutual-Fairfield County 4.5
Bridgeport, CT jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! Were actively seeking to add a Financial Representative to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). National: Alexs Lemonade Stand (Pediatric Cancer). Were also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community. Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25. Our thriving offices are located: Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902 Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880 Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Income Range Within Our Network of Offices: Years 1-4 in Business: Average: $80,000 Top 25%: $170,000 Top 10%: $240,000 Top performers exceed $200,000 in Year 1 Years 5+ in Business: Average: $305,000 Top 25%: $730,000 Top 10%: $1,115,000 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Alex Beilin Managing Partner How long with NM? 30 years. Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales. Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development. Louis Pietig Managing Director, Fairfield District Office How long with NM? 7 years. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors. Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski Managing Director, Westport District Office How long with NM? 10 years, including an internship. Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school. Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins). About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is strongly preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
$41k-66k yearly est. 21d ago
Financial Representative with Business Development Focus
Northwestern Mutual-Monterey District 4.5
Monterey, CA jobs
Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual Monterey District! Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media. Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust. Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey. See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security. Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. Position Responsibilities for a Financial Representative: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$30k-44k yearly est. 4d ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Family of Companies 4.6
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team! In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders. Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. This is a hybrid position located in McKinney, Texas. What You Will Do: Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance. Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance. Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast. Identify, design, and implement enhancements to existing forecasting and reporting processes and systems. Support the development of corporate strategic business analysis and insights for executive talking points. Develop capital planning models, reports, and templates. Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI. Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking. Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities. Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s). Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues. Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes. Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives. Identify and recommend process improvements that significantly reduce workloads and reporting redundancies. Develop the financial business cases for presentation to senior leadership. Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results. Mentor and train other members of the Corporate Financial Planning & Analysis team. Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives. What You Can Bring: Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience. 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry. Holding or actively working towards a CPA, CFA, or MBA is a plus. Demonstrated knowledge of corporate financial planning, reporting, and analysis. Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy. Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow. Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines. Balances data and information, making decisions based on both a sense of what is correct and logical. Ability to clearly communicate compelling messages to senior leaders and partners. Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business. Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions. Balances a high sense of urgency with presenting detailed and accurate financial information. Takes initiative and is not satisfied with the status quo. Leads and actively participates in team meetings and is involved in developing individual and team project plans. Demonstrates a willingness to persist when faced with obstacles or adversity. Willingness to accommodate the rigor of the annual and quarterly reporting cycle. Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis. Experience with corporate performance management software solutions Anaplan is a plus. Experience with data visualization software (Power BI or Tableau) is a plus. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work designated hours based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$76k-96k yearly est. 12d ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team! In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders. Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. This is a hybrid position located in McKinney, Texas. What You Will Do: * Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance. * Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance. * Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast. * Identify, design, and implement enhancements to existing forecasting and reporting processes and systems. * Support the development of corporate strategic business analysis and insights for executive talking points. * Develop capital planning models, reports, and templates. * Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI. * Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking. * Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities. * Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s). * Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues. * Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes. * Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives. * Identify and recommend process improvements that significantly reduce workloads and reporting redundancies. * Develop the financial business cases for presentation to senior leadership. * Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results. * Mentor and train other members of the Corporate Financial Planning & Analysis team. * Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives. What You Can Bring: * Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience. * 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry. * Holding or actively working towards a CPA, CFA, or MBA is a plus. * Demonstrated knowledge of corporate financial planning, reporting, and analysis. * Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy. * Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow. * Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines. * Balances data and information, making decisions based on both a sense of what is correct and logical. * Ability to clearly communicate compelling messages to senior leaders and partners. * Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business. * Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions. * Balances a high sense of urgency with presenting detailed and accurate financial information. * Takes initiative and is not satisfied with the status quo. * Leads and actively participates in team meetings and is involved in developing individual and team project plans. * Demonstrates a willingness to persist when faced with obstacles or adversity. * Willingness to accommodate the rigor of the annual and quarterly reporting cycle. * Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis. * Experience with corporate performance management software solutions Anaplan is a plus. * Experience with data visualization software (Power BI or Tableau) is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work designated hours based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
$76k-96k yearly est. 13d ago
Analyst, Investment Liaison Equity
T. Rowe Price 4.5
Baltimore, MD jobs
External Description: The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes. Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues. Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders. Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies. Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives. Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork. Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: 4+ years of total relevant work experience Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams Ability to influence and interact effectively with stakeholders and partners Completion of or progress towards an MBA, MSF, CFA, or CPA program FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Equity Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 27d ago
Analyst, Equity Investment Liaisons
T. Rowe Price 4.5
Baltimore, MD jobs
External Description: The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes. Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues. Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders. Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies. Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives. Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork. Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: 4+ years of total relevant work experience Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams Ability to influence and interact effectively with stakeholders and partners Completion of or progress towards an MBA, MSF, CFA, or CPA program FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Equity Investment Liaisons Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 60d+ ago
Analyst, Investment Liaison Equity
T. Rowe Price 4.5
Baltimore, MD jobs
External Description: Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities. Responsibilities Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities. Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing standing instructions with internal and external parties, etc. Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Drafts response to complex requests for review by more experienced managers. Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings. Develops content as directed by investment staff and senior team members. With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects. Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes. Maintains accurate and complete procedural documentation for assigned strategy(ies), participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies. Under the direction of senior team members and management, participates in training new employees on policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Qualifications Preferred: Strategic thinker and problem-solver with proven ability to understand details and actively participate in execution to ensure success. Conversational knowledge of financial modeling techniques, general industry knowledge, GIPS, general knowledge of investment management techniques Ability to influence and interact effectively with stakeholders and partners Critical thinking skills and abilities to solve complex problems Excellent verbal and written communication skills Progress towards relevant advanced degree or certifications (MBA, MSF, CFA, etc.) Ability to communicate effectively on high level topics with investment management professionals is strongly preferred FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Equity Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 60d+ ago
Financial Representative for Outdoor Enthusiasts
Northwestern Mutual Greenwood Village 4.5
Englewood, CO jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Turn Your Passion for the Colorado Lifestyle into a Career in Financial Services with Northwestern Mutual - Greenwood Village! Do you thrive on freedom, challenge, and meaningful work? If youre someone who values the outdoors, independence, and helping others, a career in financial services could align perfectly with your goals. Were looking for driven professionals who want more than a job, they want a career that provides purpose, flexibility, and lasting impact. Build a Career That Fits Your Lifestyle: Youve built your life around passion and purpose. At Northwestern Mutual, you can design a career that gives you the same flexibility and fulfillment, with the autonomy to manage your time and the freedom to enjoy everything Colorado has to offer. Help Others While Building Your Future: As a Financial Representative, youll empower individuals and families to plan confidently for their financial futures. Your ability to connect, listen, and guide others will help your clients achieve the security they need to live the lives they love. Make an Impact You Can See: This isnt just about numbers, its about people. Every conversation and strategy you build contributes to real, lasting change in the lives of your clients and your community. Enjoy Unlimited Growth and Freedom: Here, your success is measured by your effort and impact, not by titles or hierarchy. Youll have the opportunity to grow as far as your ambition takes you, supported by a team that values balance, purpose, and personal growth as much as professional success. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 20d ago
Financial Representative Entry Level
Northwestern Mutual Greenwood Village 4.5
Englewood, CO jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Greenwood Village! At Northwestern Mutual - Greenwood Village, our mission is to elevate the trajectory of the lives we touch . Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 20d ago
Financial Representative Entry Level
Northwestern Mutual-North Denver 4.5
Aurora, CO jobs
Job DescriptionBenefits: Stipend Consideration Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at Northwestern Mutual of North Denver! Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ******************************************* Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact Mission: To Financially empower our communities to change the world Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww Meet Some of Our Local Team: Molly Berger, Growth and Development Director How long with NM? Since June 2020 Previous experience? Nonprofit background, Director of Sales at a fintech startup. Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah. Sarah Tinkler, Managing Director How long with NM? Since July 2006 Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism. Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata. Darrah Tinkler, Chief Growth Officer & Onboarding Specialist How long with NM? Since May 2023 Previous experience? Assistant Librarian Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband. Sam Berman, Chief Development Officer & Director of Insurance How long with NM? Since December 2023 Previous experience? Kindergarten Teacher Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.
$32k-45k yearly est. 13d ago
Financial Representative Entry Level
Northwestern Mutual Greenwood Village 4.5
Aurora, CO jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Greenwood Village! At Northwestern Mutual - Greenwood Village, our mission is to elevate the trajectory of the lives we touch . Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 28d ago
Financial Representative for Outdoor Enthusiasts
Northwestern Mutual Greenwood Village 4.5
Aurora, CO jobs
Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Turn Your Passion for the Colorado Lifestyle into a Career in Financial Services with Northwestern Mutual - Greenwood Village! Do you thrive on freedom, challenge, and meaningful work? If youre someone who values the outdoors, independence, and helping others, a career in financial services could align perfectly with your goals. Were looking for driven professionals who want more than a job, they want a career that provides purpose, flexibility, and lasting impact. Build a Career That Fits Your Lifestyle: Youve built your life around passion and purpose. At Northwestern Mutual, you can design a career that gives you the same flexibility and fulfillment, with the autonomy to manage your time and the freedom to enjoy everything Colorado has to offer. Help Others While Building Your Future: As a Financial Representative, youll empower individuals and families to plan confidently for their financial futures. Your ability to connect, listen, and guide others will help your clients achieve the security they need to live the lives they love. Make an Impact You Can See: This isnt just about numbers, its about people. Every conversation and strategy you build contributes to real, lasting change in the lives of your clients and your community. Enjoy Unlimited Growth and Freedom: Here, your success is measured by your effort and impact, not by titles or hierarchy. Youll have the opportunity to grow as far as your ambition takes you, supported by a team that values balance, purpose, and personal growth as much as professional success. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 6d ago
Entry Level Financial Representative
Northwestern Mutual-Fairfield County 4.5
Riverside, CT jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! Were actively seeking to add a Financial Representative to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). National: Alexs Lemonade Stand (Pediatric Cancer). Were also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community. Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25. Our thriving offices are located: Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902 Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880 Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Income Range Within Our Network of Offices: Years 1-4 in Business: Average: $80,000 Top 25%: $170,000 Top 10%: $240,000 Top performers exceed $200,000 in Year 1 Years 5+ in Business: Average: $305,000 Top 25%: $730,000 Top 10%: $1,115,000 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Alex Beilin Managing Partner How long with NM? 30 years. Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales. Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development. Louis Pietig Managing Director, Fairfield District Office How long with NM? 7 years. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors. Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski Managing Director, Westport District Office How long with NM? 10 years, including an internship. Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school. Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins). About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is strongly preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
$41k-66k yearly est. 13d ago
Financial Representative Entry Level
Northwestern Mutual-North Denver 4.5
Lafayette, CO jobs
Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at Northwestern Mutual of North Denver! Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ******************************************* Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact Mission: To Financially empower our communities to change the world Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww Meet Some of Our Local Team: Molly Berger, Growth and Development Director How long with NM? Since June 2020 Previous experience? Nonprofit background, Director of Sales at a fintech startup. Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah. Sarah Tinkler, Managing Director How long with NM? Since July 2006 Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism. Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata. Darrah Tinkler, Chief Growth Officer & Onboarding Specialist How long with NM? Since May 2023 Previous experience? Assistant Librarian Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband. Sam Berman, Chief Development Officer & Director of Insurance How long with NM? Since December 2023 Previous experience? Kindergarten Teacher Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.
$31k-45k yearly est. 4d ago
Financial Representative for Outdoor Enthusiasts
Northwestern Mutual Greenwood Village 4.5
Castle Rock, CO jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Turn Your Passion for the Colorado Lifestyle into a Career in Financial Services with Northwestern Mutual - Greenwood Village! Do you thrive on freedom, challenge, and meaningful work? If youre someone who values the outdoors, independence, and helping others, a career in financial services could align perfectly with your goals. Were looking for driven professionals who want more than a job, they want a career that provides purpose, flexibility, and lasting impact. Build a Career That Fits Your Lifestyle: Youve built your life around passion and purpose. At Northwestern Mutual, you can design a career that gives you the same flexibility and fulfillment, with the autonomy to manage your time and the freedom to enjoy everything Colorado has to offer. Help Others While Building Your Future: As a Financial Representative, youll empower individuals and families to plan confidently for their financial futures. Your ability to connect, listen, and guide others will help your clients achieve the security they need to live the lives they love. Make an Impact You Can See: This isnt just about numbers, its about people. Every conversation and strategy you build contributes to real, lasting change in the lives of your clients and your community. Enjoy Unlimited Growth and Freedom: Here, your success is measured by your effort and impact, not by titles or hierarchy. Youll have the opportunity to grow as far as your ambition takes you, supported by a team that values balance, purpose, and personal growth as much as professional success. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 13d ago
Financial Representative Entry Level
Northwestern Mutual Greenwood Village 4.5
Castle Rock, CO jobs
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - Greenwood Village! At Northwestern Mutual - Greenwood Village, our mission is to elevate the trajectory of the lives we touch . Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alexs Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
$32k-45k yearly est. 21d ago
Financial Representative Entry Level
Northwestern Mutual-North Denver 4.5
Brighton, CO jobs
Job DescriptionBenefits: Stipend Consideration Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at Northwestern Mutual of North Denver! Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ******************************************* Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact Mission: To Financially empower our communities to change the world Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww Meet Some of Our Local Team: Molly Berger, Growth and Development Director How long with NM? Since June 2020 Previous experience? Nonprofit background, Director of Sales at a fintech startup. Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah. Sarah Tinkler, Managing Director How long with NM? Since July 2006 Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism. Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata. Darrah Tinkler, Chief Growth Officer & Onboarding Specialist How long with NM? Since May 2023 Previous experience? Assistant Librarian Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband. Sam Berman, Chief Development Officer & Director of Insurance How long with NM? Since December 2023 Previous experience? Kindergarten Teacher Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.
$32k-45k yearly est. 13d ago

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Updated December 27, 2025

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