Find & Apply For Personal Financial Advisor Jobs in Oshkosh, Wisconsin

Looking for a career where you can make a meaningful impact, build lasting relationships, and create your own income potential? Northwestern Mutual is seeking motivated professionals from a variety of backgrounds to help individuals, families, and business owners achieve financial confidence. No prior financial services experience is required. We provide comprehensive training, mentorship, licensing support, and a proven development program to help you build a rewarding career in the Oshkosh area. Career changers from education, healthcare, retail leadership, banking, hospitality, business ownership, military service, and sales are strongly encouraged to apply. Are you a self-motivated and driven individual who wants to make a difference in the lives of others? Joining our team at Northwestern Mutual as a Financial Advisor , you will work to build long-lasting relationships with clients while helping them make informed financial decisions and achieve their goals. You will be part of a network office which has established, onsite support through continuous training, client development, and mentorship. Additionally, our local network office will provide guidance for you with clients as you walk them through the financial planning process. Start your career today with Northwestern Mutual.

You will:

Make a significant impact in the lives of individuals and businesses through effective financial planning and management Conduct research and analysis to identify investment opportunities Build relationships with individuals, families, and business owners Help clients identify financial goals and develop personalized plans Manage investment portfolios for clients, making strategic decisions to maximize returns Oversee cash management activities, including monitoring cash flows and optimizing liquidity Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records Participate in ongoing training and professional development Generate referrals and grow your network Work alongside experienced advisors and mentors

Ideal Experience:

Bachelor's or associate degree, preferred Sales, customer service, leadership, teaching, coaching, fundraising, or relationship-building experience is preferred but not required. Financial services, banking, business, sales, or leadership experience is helpful but not required. Excellent communication techniques Self-starter and an entrepreneurial mindset Excellent time management skills Why Northwestern Mutual? Comprehensive training and licensing support Dedicated local mentorship and coaching Established brand with industry-leading resources Flexible schedule and entrepreneurial career path Opportunity to make a meaningful impact in your community Long-term growth and leadership opportunities

Other Information:

1099 commission compensation contract includes performance-based commissions, incentives, and a first-year bonus program designed to support you while building your practice. Successful first-year advisors typically earn between $50,000-$100,000+, with long-term income potential significantly exceeding six figures. Build your own book of business Health, Dental, Vision and Pension options available

Job Types:

Full-time, Contract Pay:

$50,000.00 - $100,000.00 per year

Benefits:

Dental insurance Flexible schedule Health insurance Paid training Professional development assistance Referral program Retirement plan Vision insurance

Job Type:

Full-time Pay:

$60,000.00 - $100,000.00 per year

Benefits:

Dental insurance Health insurance Health savings account Retirement plan Vision insurance

Work Location:

In person