Finance Advisor Jobs in South Saint Paul, MN

Garry Executive Search has partnered with a distinguished wealth management firm in Minneapolis to identify an accomplished Senior Wealth Advisor. Our client is seeking a driven professional to join their team and play a pivotal role in expanding their high-net-worth client base. The Opportunity The selected candidate will collaborate with the Business Development Officer and advisory team on strategic growth initiatives, focusing on prospecting and developing new client relationships while maintaining the firm's commitment to exceptional service. This position offers significant growth potential for a relationship-oriented professional who excels at building and nurturing client connections. Key Responsibilities Strategic development and management of centers of influence (COIs) to generate qualified referrals Active cultivation of new client relationships through existing client networks and community engagement Growth of assets under management through expanded service offerings and referral opportunities Direct client relationship management and financial advisory services Implementation of sophisticated financial planning strategies for high-net-worth individuals Collaboration with professional partners including custodians, accountants, and estate attorneys Ideal Candidate Profile 5+ years of progressive experience in financial services, with demonstrated success in business development Strong technical foundation in investment management and financial planning Track record of building and maintaining high-net-worth client relationships Exceptional relationship-building abilities and professional presence Proven ability to identify opportunities and close new business Bachelor's degree required; finance, economics, or related field preferred CFP designation preferred The Firm Full health, vision, and dental coverage 401(k) plan Additional voluntary benefits including car insurance and legal services Collaborative, growth-oriented culture Sophisticated planning and investment platform Contact Information Qualified candidates are invited to submit their credentials in confidence to Garry Executive Search. Please include a detailed resume and brief cover letter outlining your relevant experience. For additional information or confidential discussion, please contact: Mark Garry // ***************************** // ************ Garry Executive Search is committed to diversity in the workplace and partners with organizations that share this commitment.

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Applicants are required to obtain FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required to Obtain) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Entrepreneurship while making an impact! This is a career shift that could change everything. Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you're feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community? We understand this too and know that you can build a sustainable career with impact, it is possible and it's happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection experience. If you've considered starting a business, this may be what you're looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share. Make an impact on the community, people's lives, and the communities you care for by providing paths to financial stability and peace of mind. Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship. Experience the power of independence and flexibility - with the freedom to live the life you want to live. Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day. How will you build your business? You will… Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications. Establish impactful networks in the community and learn how to authentically build referral connections. Develop and maintain long-term client relationships (our average client relationship is over 40 years.) Provide customized financial strategies and solutions through factfinding and holistic financial planning. Broaden and deepen your skillset through ongoing professional development and joint work - experiential learning. The opportunity to design your roadmap to leadership and specialized roles. Be rewarded Who do you need to be? Dependable, consistent, full of integrity and honesty. Excellent communicator and relationship builder. A driven, independent, self-motivated, and goal-oriented person. Growth minded, coachable with strong desire for long term success. Who we are. Unsurpassed Financial Strength, Financial Ratings the highest in any industry Fortune's 2022 Worlds Most Admired Companies, #1 in our class Top 5 Independent Broker-Dealer Ranked 90 on the esteemed 2020 FORTUNE 500 list $400 million donated through the NM Foundation 455,000 hours donated toward Children's Cancer Research Countless volunteer hours toward initiatives in the Greater Minneapolis / St. Paul area A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 166 years and has a proven track record of financial success. Income Growth Opportunity: Average Income Year 1 -4 (Gross Revenue) Average - $105,903 Top 25% - $227,490 Top 10% - $290,194 Average Income in years 5+ (Gross Revenue) Average - $647,715 Top 25% - $1,590,516 Top 10% - $2,287,388 We would be delighted to have you apply online.

Our client is a boutique financial advisory firm specializing in complex mergers and acquisitions, capital markets, and ESOP transactions. They focus on creating value, liquidity, and strategic planning for middle-market, family- and founder-owned businesses. The firm also manages an investment fund to support their clients and structured transactions. Formed by a partnership of former clients and professionals, the firm combines sell- and buy-side expertise to offer a comprehensive advisory and investment model. Job Description The team plays a crucial role in the success of client projects by providing strategic input and overseeing process execution. The firm seeks highly curious, self-motivated, and collaborative leaders to join their entrepreneurial and growing enterprise. Key Responsibilities: Act as the primary project manager, providing leadership to both junior and senior team members. Analyze and explain historical and projected financial information for clients. Conduct due diligence, financial modeling, and process execution for various transaction types, including ESOPs, M&A transactions, and capital market transactions. Perform and review in-depth company valuations using multiple financial methodologies. Work in a fast-paced environment with competing demands and meet project deadlines. Collaborate with senior team members and report directly to them. Prepare and review presentations for boards, confidential information, management, and other purposes. Develop complex cash flow models incorporating leverage transactions, ESOPs, and tax strategies. Build relationships and provide mentorship to junior team members. Support senior team members in business development efforts. Establish and maintain relationships with senior management-level client representatives. Utilize an entrepreneurial mindset to drive successful outcomes for the firm and its clients. Perform other duties as required to support the firm's growth. Qualifications: Strong commitment to the firm's vision, values, and market positioning. Critical thinking skills to navigate complex structures and develop innovative financial analyses and presentations. Desire to build a leading financial services platform and a distinguished career. Ties to the Minneapolis-St. Paul community and willingness to work from the North Loop office. Excellent communication skills, with a focus on project management, financial analysis, and client relations. Strong knowledge of investment banking, accounting, tax, and finance. Ability to travel as needed. Capability to manage multiple projects simultaneously. Positive attitude, high performance standards, and attention to detail. Self-motivated and willing to work long hours to meet project demands. 3+ years of experience in investment banking, leveraged lending, or private equity, with exposure to ESOPs being a plus. Undergraduate degree in accounting, finance, economics, or a related field with a 3.5+ GPA. Salary Range The firm offers significant advancement opportunities and competitive compensation, including potential equity incentives and other benefits. The base salary ranges from $125,000 to $175,000 annually, with potential for higher compensation for senior associates. The firm also offers a competitive bonus program, health, dental, vision, and other benefits.

As a key member of the Corporate Finance & Strategy team, you will play a pivotal role in shaping the financial health and strategic direction of the company. This position involves leading financial planning, analysis, and strategy formulation to support the company's growth objectives and operational efficiency. Reporting to the CFO, you will collaborate closely with the executive team to drive business decisions, optimize financial performance, and ensure sustainable growth in a highly competitive market. Key Responsibilities Strategic Analysis and Business Development: Conduct market analysis, financial projections, and support business development, M&A and strategic partnerships. Financial Planning and Analysis (FP&A): Lead budgeting, forecasting, and financial modeling; create 5-year projections; oversee enterprise-wide dashboards and reporting. Reporting and Communication: Deliver financial reports and insights for the board and investors, including KPI's, marketing trends, and strategic initiatives. Operational and Process Integrity: Ensure process integrity, standardized assumption, and enterprise-wide collaboration. Proactively identify and act on operational trends and variances. What You'll Bring: Experience: 5 - 7+ years in corporate finance, private equity, investment banking or management consulting preferably technology or education sectors). Education: Bachelor's degree in finance, economics, or a related field; (MBA is a plus) Skills: Strategic thinker, advanced financial modeling expertise, strong leadership and communication skills, and experience with tools like SQL, Power BI, and financial software. Certifications (Preferred): CFA, CPA, or other relevant credentials. Key Competencies: Financial Acumen Communication Strategic Thinking Relationship Building Negotiation Skills Project Management Analytical Skills Excel, Power BI, SQL, Tableau Personal Attributes: Innovative Voracious Learner Collaborative Passionate Adaptable Fail-fast Mentality Ethical Entrepreneurial Mindset Benefits You'll Receive: At HC we are committed to a culture where every employee is valued equally, and everyone feels like an integral part of a supportive and connected team. Our commitment to our values starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community. Join HC, and you'll receive: A competitive compensation plan with opportunity for advancement. Total compensation, inclusive of performance related bonus, is $125K - $155K, depending on qualifications and experience. Opportunities for professional growth and development Flexible paid time off and company holidays Medical, dental and vision insurance 401(K) contributions with company matching program Year-round charitable donations gift matching program Flexible work environment · Opportunities to participate in company-wide volunteer events, employee appreciation activities, and celebratory events Ready to Make a Difference? Application Deadline: 03/14/2025 HC is proud to be named one of the Top 200 Workplaces by Star Tribune in 2018, 2019, 2021, 2023 and 2024. It's a testament to the dedication we have to our employees' well-being and job satisfaction. Holmes Corporation is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

As a Financial Planning Analyst at TN Marketing (TNM), you will be filling a position that primarily supports the Business Planning and Analytics (BP&A) department and will have regular interaction with Accounting & Finance. The primary focus of this role will be to partner with the BP&A group to manage the company's financial budget and forecast planning models & tools, as well as all underlying data and summarized reporting outputs. In addition, this role will provide support to executive leadership in terms of strategic financial analysis/modeling of opportunities for customer acquisition investment, lifetime value of a customer, build vs buy opportunities, and new product launches, among others. You will become very familiar with the subscription video on demand (SVOD) business model that TNM has developed as well as the ancillary programs that define the overall business. You will become a bridge between the BP&A department that manages the cash financial projections for the business and the accounting department that books the actual historic financial data and produces GAAP financial statements. Your experience and expertise in financial analysis and reporting will be invaluable in developing newer and better reporting outputs that reflect the company's overall financial projections at various levels of detail. Your expertise with spreadsheets and other tools will help to automate and create efficiencies in our processes and our outputs. This will enable us to streamline the presentation of our financial reporting and provide the flexibility and insight needed by executive leadership to monitor and manage the business. Job Responsibilities (include but not limited to): Co-manage the existing annual budgeting and periodic forecasting processes. This includes joint ownership of the current financial models and supplemental analysis and reporting which supports the processes. Spearhead process improvement in updating, refining, and rebuilding financial models and supplemental analysis as the business evolves and needs for further development arise. Build complex financial models to support strategic business decision-making and long-range planning. Provide analytical, forecasting, reporting, and project support to senior management regarding corporate financial data. Review and present financial projections to the executive leadership team. Produce recurring and ad hoc reports, which include key metrics, financial results, and variance reporting. Build ad hoc financial projection models based on key metrics and core KPIs of the business as needed by business unit leaders. Contribute to the management and ongoing development of the revenue recognition process. Produce concise historical financial reporting with visualizations and the appropriate level of detail which will be used to identify trends. Develop and maintain financial models that help with decision-making. In particular, models related to Lifetime value, ROI, and IRR. Identify opportunities for performance improvement across the organization. Desired Skills and Experience: Undergraduate degree in Finance, Data Analytics, Economics, Mathematics, or a similar analytical field 2+ years of relevant experience in corporate finance, financial planning & analysis, data analytics, or other related fields Strong analytical, quantitative, and financial modeling skills Expert-level knowledge of Microsoft Excel, and its higher-level usage (financial formulas, pivot tables, lookup/sumif formulas, external data connections, etc.) is required. Familiarity with financial reporting Knowledge of database tools including SQL (T-SQL) and MS SQL Server is desired. Familiarity with a subscription-based corporate business model is a plus. Knowledge of business intelligence and data visualization platforms is a plus. Excellent analytical, decision-making, and problem-solving skills, with attention to accuracy and detail required. Nature of Supervision This position has no direct reports. About TN Marketing At TN Marketing, we develop, market, manage, and deliver countless hours of compelling video content that engages a wide variety of audiences with special interests. Our team of experts is known for its innovation, creativity, and most of all, its ability to deliver professional quality, branded instructional video content to passionate hobbyists of all sorts - from avid quilters to savvy woodworkers - and beyond. Additionally, we believe that affinity-oriented paid subscription channels are the future of online content. With an unparalleled track record of delivering amazing content online, we're media trendsetters at monetizing video content. But our capabilities do not stop there…

Independent Branch Financial Consultant (FC) - Registered The Charles Schwab Eden Prairie Independent Branch is led by Benjamin Wels (the Franchisee) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab's client offerings visit: ******************************** The Schwab Independent Branch in Eden Prairie, MN is looking for a Registered Independent Financial Consultant with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. ROLE DESCRIPTION FCs help grow the profile and business of the Schwab Independent Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs Building strong, personal relationships with clients Deliver outstanding service and provide all clients with an exceptional experience Facilitate Strong Financial Planning Conversations The Schwab Independent Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant. KEY RESPONSIBILITIES Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client's progress toward achieving their goals Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management SKILLS & QUALIFICATIONS We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include: Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base Experience and success managing a pipeline Proficient Discovery Skills Retirement Income Planning Expertise High level of curiosity to understand client's goals, aspirations, and fears Willingness to be coached and receive feedback Financial services business development experience preferred Series 7 and 63 (or 66) licenses required Strong written and oral communication skills Client first mentality Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to manage multiple client situations, needs, and inquiries simultaneously Ability to work independently and as part of a team Strong attention to detail Able to develop and maintain good cross-enterprise working relationships Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM Pass required background check This is a summary only-duties and responsibilities may be revised over time. POSITION LOCATION: 7914 Mitchell Road, Eden Prairie, MN 55344 HOURS & COMPENSATION This is a full-time position, Monday through Friday, 8:30 am - 5:00 pm each day Competitive Salary & Bonus package that will be commensurate with experience Health, Dental & Vision Insurance Offered Company Holidays Plus PTO Offered 401(k) Retirement Plan HOW TO APPLY Candidates can apply by emailing a cover letter and resume to ************************

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years' financial analysis and modeling experience Advanced knowledge of Excel. Ideally someone with ability to create dashboards

Perform fundamental, in-depth equity research analysis on existing positions and new investment ideas. Research involves spreadsheet modeling, interviewing management teams and extensive third party research. Long / Short strategy plays in a hedge fund environment. Research global equities at all market capitalization levels,encompassing a wide range of sectors. Construct and analyze industry value chain using various methods, such as annual reports, other publicly available information, company management, customers, suppliers and/or competitors. Conduct industry and company competitive analysis to determine the sustainability of returns and assess reasonableness using industry comparables. Analyze historical company financial statements to evaluate quantitative investment characteristics. Create valuation models utilizing various techniques, incorporating earnings, cash flow analysis and asset-based metrics, in order to identify attractive valuations, growth opportunities or potential threats. Buyside Equity research experience preferred College Degree Required CFA track a bonus

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Financial Advisor Financial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: Meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state life, health & variable license #LI-CBF #LI-CH1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Applications will be accepted for this position until a satisfactory candidate pool has been identified. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000 • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Applications will be accepted for this position until a satisfactory candidate pool has been identified Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

We strive to be Your Future, Your Solution to accelerate your career! Contact Staci Payne at ************************ or ************, you can also schedule an appointment at to learn more about this opportunity! Financial Advisor Job Overview: Our financial client located in the Twin Cities is seeking to add a Financial Advisor to their team. The Financial Advisor is responsible for selling financial products and services to clients, as well as discussing financial options with them. To be successful in the role of Financial Advisor you must have direct sales experience in the financial services industry, as well as Series 7 & Series 66 licenses. This is a Direct Hire role. What you will be doing as a Financial Advisor… Create detailed financial plans tailored to clients' unique circumstances, analyze potential outcomes, and guide clients in selecting the most suitable financial path. Offer a range of financial products and services, including mutual funds, insurance policies, and annuities, to clients for investment purposes. Build a portfolio of clients through internal referrals and external networking. Work closely with the Private Wealth Team and other relevant departments to provide integrated financial solutions. Skills you ideally bring to the table as a Financial Advisor… Bachelor's degree or equivalent work experience Minimum of 1 year of direct sales experience within the financial services industry Series 7 & Series 66 licenses required Capable of sourcing new business and following the sales process from start to finish Learn more about Saige Partners on Facebook or LinkedIn. Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at ***********************************

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Financial Advisor Financial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: Meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state life, health & variable license #LI-CBF #LI-CH1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Applications will be accepted for this position until a satisfactory candidate pool has been identified. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000 • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Applications will be accepted for this position until a satisfactory candidate pool has been identified Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

A reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the chance to manage existing client relationships, deliver high-quality financial planning services, and grow within the company. If you are passionate about making smart financial decisions for clients and possess strong communication and problem-solving skills, this opportunity is perfect for you. Financial Advisor Requirements: Bachelor s degree is required CFP designation or willingness to obtain promptly Series 7 and 66 licenses 5+ years of experience in the financial planning industry 2+ years of experience as a financial planner, independently developing and presenting advice Proficiency in Microsoft Word, Outlook, Excel, and Teams Experience with Calendly, ShareFile, and DocuSign preferred Strong oral and written communication skills Excellent attention to detail and problem-solving skills Ability to perform under pressure and manage multiple tasks Positive attitude, strong work ethic, and enthusiasm for helping clients and coworkers Financial Advisor Responsibilities: Manage existing client relationships, providing comprehensive financial planning advice Develop and present investment, tax, risk, education, and estate planning strategies Respond to client inquiries and requests promptly Conduct regular client reviews and update financial plans in Money Guide Pro and Right Capital Maintain continuous client relationships, understanding their unique circumstances and needs Collaborate with the team to ensure a high standard of client service Correspond with clients, their family members, and strategic alliances Learn and adhere to company-specific processes and procedures Benefits: Medical, Dental and Vision insurance 401K Plan 3 weeks PTO plus paid federal holidays Potential for 1 day remote after training period Friendly culture where the team stays current, thinks outside the box and looks for ways to improve Great training and growth opportunities Apply now! #LI-POST #LI-ONSITE #LI-KB1

We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. #LI-CBF #LI-CH1 #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Career changers are encouraged to apply! This is a full time commission based role with uncapped earning potential . A career in financial advising is ideal for people who are natural connectors with entrepreneurial mindsets that are looking to make a lasting difference in their communities. Read below to learn how a role with Northwestern Mutual could transform your career! Becoming a Financial Representative Becoming a Financial Representative at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a Financial Representative, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a Financial Advisor, you start as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, Licensing, and Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. On the road to becoming a Financial Advisor, you will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) (1) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support (2) Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree or equivalent professional work experience Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communication skills Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes (3). As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why Join Northwestern Mutual: Top 5 US Independent Broker-Dealers (4) Unsurpassed financial strength with total company assets of $366 billion (5) Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management (6) Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. (1) No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 (2) Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. (3) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. (4) Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. (5) Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. (6) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. 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