Professional Networking

Professional Networking Finance Jobs

47 jobs found

14d ago

Financial Advisor

Northwestern Mutual Cape Girardeau, MO

Cape Girardeau, MO

14d ago

$65k - $112k/yr Full time Advisor Business Development Client Relations

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Job Description

Join Northwestern Mutual as a Financial Advisor in Cape Girardeau, where you help clients translate aspirations into actionable plans. Working onsite with The Lowery Group, you’ll guide individuals and families through personalized strategies across protection, investments, retirement, college planning, and business considerations in a fast-paced, client-centered environment.

Responsibilities

Develop and expand a personal client base through referrals, networking, community involvement, and targeted outreach.
Meet with clients to assess goals and craft comprehensive financial plans spanning protection, investments, retirement, college planning, and business considerations.
Present tailored solutions and ensure smooth implementation while delivering outstanding client service.
Collaborate with firm resources and internal teams to provide integrated service and holistic planning.
Maintain precise CRM records and ensure adherence to firm policies and regulatory standards.
Pursue ongoing professional development, licensing, and certifications with firm support.
Represent The Lowery Group at local events and community activities to expand the Cape Girardeau presence.

Requirements

Self-motivated, entrepreneurial professional with a client-service orientation.
Minimum of one year in a client-facing role in sales, financial services, insurance, or related fields preferred.
Strong interpersonal, presentation, and communication abilities.
Goal-oriented with a track record of building relationships and delivering results.
Willingness to work in the office during standard hours and participate in occasional after-hours or weekend events.
Willingness and ability to obtain state insurance licenses and FINRA registrations as required; the firm provides licensing support and training.
Valid driver’s license.

Technologies

Benefits

Competitive compensation structure
Comprehensive medical, dental, and vision benefits
Retirement savings plan with employer match
Paid time off and paid holidays
Robust training, mentoring, and career development through Northwestern Mutual and The Lowery Group leadership
Support for professional designations, including CFP and other certifications
A collaborative, high-integrity team environment focused on long-term client relationships

How to Apply

Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.

Questions?

If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.

Pay

Salary: $65,000 – $112,000 per year

Work Location

Onsite, Cape Girardeau, MO (in-person role)

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16d ago

Wealth Management Associate

Equitable Advisors New York, NY

New York, NY

16d ago

$35k - $125k/yr Full time Advisor Associate Business Development

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Job Description

Equitable Advisors is seeking a Wealth Management Associate for its New York, NY office. The role centers on building client relationships, developing personalized financial strategies, and guiding clients through suitable financial products. This onsite position offers a defined licensing path and opportunities for long-term growth in wealth management, with a compensation range of USD 34,500 to 125,000 per year.

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Requirements

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with USD 34,500 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

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17d ago

Financial Professional

New York Life Insurance Company & NYLIFE... Township of Wall, NJ

Township of Wall, NJ

17d ago

$70k - $150k/yr Full time Advisor Business Development Client Relations

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Job Description

New York Life Insurance Company and NYLIFE are seeking a Financial Professional to build a personal client base and deliver tailored insurance and financial strategies. This hybrid role in Township of Wall, NJ blends entrepreneurial independence with industry-leading training and uncapped earning potential, with a clear path to management or wealth advisory.

Responsibilities

Build and maintain your own client base through networking, referrals, and outreach
Help individuals, families, and businesses achieve financial security through insurance and financial strategies
Develop customized financial solutions tailored to clients’ goals
Grow a personal practice with long-term income through client relationships and renewals
Work to protect and grow clients' finances

Requirements

Highly motivated, entrepreneurial individuals
Strong communication and relationship-building skills
Self-disciplined with a drive to succeed in a performance-based environment
Coachable and open to learning

Benefits

Unlimited earning potential through commission-based compensation with no cap on earnings, plus a training allowance for the first two years, bonuses, and additional incentives
Typical earnings range: $60,000 – $150,000+ per year
Average advisors reach six figures within 2–3 years; top performers earn $300,000+
Flexible schedule with hybrid in-office work 2–3 days a week
Training and development through a comprehensive, industry-leading program with ongoing mentorship
Sponsorship for licensing (life/health, Series 6/63)
Clear career growth path to Financial Advisor / Wealth Advisor, with opportunities to move into management and leadership roles
Strong brand and stability backed by New York Life’s 175+ year legacy and high financial-strength rating

Compensation Disclosure

This is a commission-based position with performance-based bonuses. Income is uncapped and based on individual performance.

Apply Today

Submit your application to take advantage of a career that supports building a client-focused business, offers flexibility, and unlocks earning potential.

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17d ago

Sales Consultant

Talent Elite Partners Portland, OR

Portland, OR

17d ago

$100k - $130k/yr Full time Business Development Client Relations Client Service

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Job Description

Talent Elite Partners offers a compelling opportunity in the financial services space with a focus on lasting client partnerships, professional growth, and a supportive environment. This on-site role is based in Portland, OR. Expect a competitive compensation package that blends base pay with performance-based incentives, and access to comprehensive benefits and ongoing training to support your career development.

WHY YOU'LL LOVE WORKING HERE

Hybrid Work Model: a flexible mix of remote productivity and in-person client interactions
Relationship-Driven Culture: a workplace that highly values long-term partnerships with clients
Professional Growth: clear opportunities to advance into relationship management or sales leadership
Support System: ongoing coaching, training programs, and professional development resources
Comprehensive Training and Development: onboarding specialists and local resources to ensure a smooth start

BENEFITS

Medical, dental, and vision coverage
401(k) retirement plan with company matching
Traditional pension plan
Professional development opportunities

COMPENSATION & BENEFITS

The position offers a total compensation range of $100,000 to $130,000 in the first year, including commission and performance incentives tied to sales results and client retention.

RESPONSIBILITIES

Sales Management: allocate effort between prospecting new clients and nurturing existing relationships to optimize acquisition and retention
Relationship Portfolio Oversight: oversee a diverse set of client relationships, maintaining regular communication and delivering outstanding service
Revenue Generation: drive new sales while identifying expansion opportunities within current client bases
Client Needs Assessment: conduct thorough financial reviews to understand evolving client needs and propose appropriate solutions
Strategic Account Planning: create and execute account strategies that deepen relationships and reveal growth opportunities
Client Advocacy: serve as the primary advocate for clients, ensuring their needs are met across all service touchpoints
Sales Process Management: manage the full sales cycle from prospecting through closing and onboarding
Market Engagement: represent the company at networking events and industry functions to broaden your professional network

REQUIREMENTS

Sales Experience: 3 to 5 years combining sales and relationship management experience
Sales Success: proven track record of meeting or exceeding goals while maintaining high client satisfaction
Strategic Mindset: ability to think strategically about immediate opportunities and long-term relationship development
Organizational Skills: strong project management abilities to handle multiple clients, prospects, and initiatives simultaneously
Technology Proficiency: experience with CRM systems and relationship management tools is helpful
Education: Bachelor's degree or equivalent experience in business or sales

TECHNOLOGIES

CRM systems

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17d ago

Financial Representative - Career Changers

Northwestern Mutual Fishers, IN

Fishers, IN

17d ago

$75k - $150k/yr Full time Advisor Business Development Career

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Job Description

Entry-level financial representative opportunity in Fishers, Indiana, onsite with Northwestern Mutual, offering licensing support and a clear path to building a wealth-management practice.

Responsibilities

Expand your client base through networking, referrals, and relationship-building
Develop tailored financial plans aligned with each client’s goals and circumstances
Deliver comprehensive planning services across investments and wealth management, retirement planning, asset and income protection, insurance planning, education funding strategies, trusts and estate planning, and business succession
Monitor and adjust client strategies as life events occur
Foster long-term, trusted relationships across all life stages

Requirements

Associate degree required
Entrepreneurial mindset
Strong relationship-building skills
Experience in sales, account management, or client-facing roles
Excellent communication abilities
Strong work ethic and motivation
Competitive drive
Coachability and desire for growth
Ability to manage time and priorities independently

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Job Details

Location: Fishers, IN (onsite)
Job type: Full-time
Salary: $75,000.00 - $150,000.00 per year
Education requirement: Associate degree required

About Northwestern Mutual

Company assets exceed $290B
Assets under management surpass $161B
Serving more than 4.6 million clients
Maintains 96% client retention
Largest direct provider of life insurance in the United States
Named among Fortune's World’s Most Admired Companies

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19d ago

Financial Representative / Financial Advisor

Northwestern Mutual Columbia, MO

Columbia, MO

19d ago

$75k - $150k/yr Full time Advisor Business Development Client Relations

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Job Description

Financial Representative / Financial Advisor in Columbia, MO onsite at Northwestern Mutual, focusing on financial planning, wealth management, and client development with comprehensive training and potential for six-figure earnings within a Fortune 100 company.

Responsibilities

Establish and nurture relationships with individuals, families, and business owners.
Perform financial needs analyses to define client goals.
Create tailored retirement planning strategies.
Design customized investment strategies within comprehensive financial plans.
Incorporate life insurance protection into personalized financial plans.
Integrate wealth management components into client plans.
Incorporate estate planning strategies into plans.
Include business planning solutions in client plans.
Educate clients about financial concepts and strategic options.
Grow the practice through referrals, networking, and community involvement.
Maintain ongoing client relationships and deliver long-term guidance.

Requirements

An associate degree is required.
No prior experience in the financial industry is required.

Benefits

Dental insurance coverage
Flexible schedule
Health insurance
Paid time off
Parental leave
Vision insurance
Comprehensive medical, dental, and vision coverage
Retirement savings options
Professional development opportunities
Leadership and management career paths

Ideal Candidate

Background in sales or business development
Recruiting or client relationship management experience
Experience in banking or financial services
Background in athletics or competitive environments
Entrepreneurial experience

Training and Licensing Support

Life and health insurance license
Series 6 and 7 licenses
Series 63, 65, and 66 licenses

Compensation & Benefits

Salary range: USD 75,000 - 150,000 per year
Performance-based compensation
First-year earnings commonly range from $80,000 to $120,000+
Long-term earnings often reach six figures and higher

Education

Associate degree required

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19d ago

Financial Officer - Portfolio

Farm Credit Services of America Red Oak, IA

Red Oak, IA

19d ago

$71k - $129k/yr Full time Banking Business Development Client Relations

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Job Description

Based in Red Oak, Iowa, Farm Credit Services of America is seeking a Financial Officer - Portfolio to drive sales and relationship-building within an assigned producer segment. This onsite role blends advisory support with proactive loan product promotion, emphasizing tailored financing solutions and delivering an exceptional customer experience. The position offers a salary range of USD 70,500 - 128,820 per year.

Responsibilities

Design customer packages and advise borrowers on financial information, pricing loans based on risk and profitability.
Service assigned portfolios, develop business plans to grow market share, promote and sell loan products, and cross-sell all of the association's products and services while delivering an outstanding customer experience grounded in core principles and teamwork.
Build a professional presence within the assigned segment by participating in commodity groups and networking with knowledge contacts in the agricultural industry.
Support the association's image as a leading ag financial institution.
May serve as the initial officer to handle incoming calls and walk-in visitors seeking new credit.
Discuss credit packages with Analysts and participate in consensus decision making when appropriate.
Advise customers on loan decisions and provide expert guidance related to their financial position and future credit needs.
Collect required financial information and documents while delivering excellent service and timely responses to inquiries.
Emphasize a development and learning period with a focus on understanding processes, initiating underwriting and selling skills, and building the foundation for a successful Financial Officer career.
This role carries limited business development responsibilities.

Requirements

Bachelor's degree in Ag Business, Accounting, Finance, Agricultural Economics, Animal Science or closely related field is required.
0-4 years of experience in lending, credit analysis, and/or sales within related financial services or an agricultural credit organization is required.