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Financial Advisor | Planning and Client Servicing

Strittmatter Wealth Management Group, LLC Fort Worth, TX

Fort Worth, TX

Today

$70k - $85k/yr Full time Advisor Asset & Wealth Management Client Relations

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Job Description

The Financial Advisor role provides client-facing support for an established high-net-worth book of business, with a focus on comprehensive financial planning, investment reviews, and ongoing client servicing in Fort Worth, Texas.

Location and Compensation

Fort Worth, TX (onsite). Salary range: USD 70,000 to 85,000 per year.

Key Responsibilities

Maintain and strengthen long-term relationships with an established high-net-worth client base.
Participate in client meetings and support lead advisors in delivering financial planning services.
Conduct investment reviews and hold financial planning meetings with existing clients.
Prepare and manage financial plans from initial preparation through client presentation using financial planning tools.
Develop personalized financial plans, investment proposals, and client recommendations.
Perform investment research and coordinate trading activities, including reviewing assigned tasks.
Maintain accurate client records and support compliance documentation.
Support educational webinars, seminars, marketing materials, and internal reporting.

Required Qualifications

At least 3 years of client-facing financial planning experience.
Bachelor's degree or higher.
Active Life and Health Insurance license.
CFP® certification preferred.
Series 65 license required if the CFP® designation is not held.
Strong knowledge of investments, financial markets, retirement planning, insurance, and financial planning principles.
Proficiency in Microsoft Office 365 and Google Workspace.
Strong communication, presentation, organizational, and time-management skills.
Commitment to fiduciary responsibility, ethical conduct, and prioritizing clients.

Preferred Experience

Familiarity with financial planning software and systems including Redtail CRM, Morningstar, Nitrogen, and Pershing 360.
Experience preparing and presenting comprehensive financial plans and investment recommendations.

Tools and Technologies

Microsoft Office 365
Google Workspace
Redtail CRM
Morningstar
Nitrogen
Pershing 360

Benefits

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Additional Role Details

Base compensation with revenue-based bonuses and a comprehensive benefits package.
Support for professional development, including CFP® exam reimbursement, subject to applicable terms and conditions.
Opportunity to build a long-term career within an independent wealth management firm.
Collaborative and professional work culture emphasizing collaboration, open communication, mutual respect, and professionalism.

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Financial Advisor Trainee

Northwestern Mutual Reno, NV

Reno, NV

Today

$60k - $150k/yr Full time Advisor Financial Advisor Financial Planning

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Job Description

Financial Advisor Trainee in Reno, NV with Northwestern Mutual. This full-time, onsite role pairs comprehensive training and hands-on support with a compensation structure built around commissions, renewals, and KPI bonuses. You will help individuals and businesses build and maintain financial plans while developing the client relationships and planning expertise that support long-term career growth.

Compensation: USD $60,000 to $150,000 per year. Income potential includes weekly KPI bonuses up to $22,000/year, sales commissions and renewal revenues, and additional new-client and client-retention bonuses.

What you’ll do

As a Financial Advisor Trainee, you’ll provide guidance aligned to clients’ goals and visions and translate them into holistic financial solutions. The scope includes planning across investments, insurance, retirement, taxes, estate planning, and more, for both individuals and businesses.

Deliver expert guidance to meet the comprehensive financial planning needs of individuals and businesses
Support planning and service areas including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Consult with clients on financial plans covering investments, insurance, retirement, taxes, business planning, benefits, and related topics
Build and maintain a client base, keep existing client financial plans up-to-date, and develop a portfolio of new clients on an ongoing basis
Understand clients’ goals to build holistic financial solutions that support long-term financial success

What you bring

Bachelor’s degree (preferred)

Benefits and support

You’ll have access to a comprehensive set of benefits and resources designed to support your health, financial security, and professional growth.

Sales commissions and renewal revenues
Weekly KPI bonuses up to $22,000/year
New-client and client-retention bonuses
Comprehensive health, vision, and dental insurance
Company-funded retirement package
Group life insurance
Disability income insurance
Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)
Employee assistance program
Flexible schedule
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance
Dental insurance

Career momentum and income potential

The role emphasizes training, support, development, diversity, and fun, along with growth and early leadership tracks. Income potential is directly tied to effort and ambition. Reported figures include:

Average (Top 25%): Year 1 | $64,000 - $148,000; Year 3 | $126,000 - $276,000; Year 5 | $176,000 - $392,000; Year 10 | $388,000 - $872,000; Year 15 | $662,000 - $1.6M

Location and work setup

Job type: Full-time
Work location: In person
Commute/Location: Reno, NV (onsite)
Required address: Reno, NV 89501

Northwestern Mutual recognition

Fortune 500 Ranking: 109
Top 5 US independent broker-dealer with over $404 billion in AUM
Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting
Forbes America’s Best Insurance Companies, 2026
Forbes Best Whole Life Insurance Companies, 2025
Forbes Best Employers for New Grads 2025
The Wall Street Journal: Best Whole Life Insurance Companies, 2025
Fortune “World's Most Admired Companies”
Training Magazine APEX Award, 2025
Selling Power Magazine “50 Best Companies to Sell For”
BusinessWeek Magazine “50 Best Places to Launch a Career”
Industry-Leading Financial Strength Ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor’s: AA+, Moody’s Investors Service: Aaa)

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Financial Advisor - Build a Business with Unlimited Growth Potential

Northwestern Mutual Dallas, TX

Dallas, TX

Today

$50k - $750k/yr Full time Advisor Associate Financial Advisor Business Development

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Job Description

Northwestern Mutual is seeking Financial Representatives, Financial Advisors, or Wealth Management Advisors in Dallas, TX (onsite / in person). This role combines personalized client work with business-building support, including training, mentorship, and a collaborative team environment. Compensation can scale significantly through commissions and performance incentives, with a flexible schedule to support how you manage your practice.

Compensation: $50,000.00 - $750,000.00 per year.

What you’ll do

Partner with individuals, families, and business owners to design personalized financial strategies that support wealth building, protect what matters most, and align with long-term goals.
Help clients strengthen financial security and shape a future defined by the goals they set for themselves.
Develop and grow a client-focused business through ongoing guidance and support.

How income potential works

This opportunity is designed to put you in control of earning potential rather than relying on a fixed salary cap.
Average first-year financial professionals earn approximately $60,000, with growth opportunities as you build your practice.
Potential earnings may include:
- Years 1-5: $50,000 - $200,000+
- Years 5-10: $200,000 - $500,000+
- Years 10-15: $500,000 - $750,000+
- Years 15+: $750,000+ and beyond
Compensation may include commissions, performance incentives, stipends, and bonuses.

What you bring

Bachelor’s degree
Entrepreneurial drive and a business-owner mindset
Experience in sales, client service, leadership, or relationship-building roles
Strong communication and interpersonal skills
Effective time-management and organizational abilities
Critical thinking and problem-solving skills
Passion for continuous learning and professional growth
Authorization to work in the United States without sponsorship

Benefits and support

Medical, dental, and vision insurance
Life insurance
Disability insurance
401(k) and retirement benefits, including two pension plans
Health care and dependent care reimbursement accounts
Flexible schedule
Paid training
Professional development assistance
Retirement plan and financial planning services

Invest in your future

Industry-leading training and mentorship
Licensing and continuing education reimbursement
Professional development opportunities
Collaborative team environment
Flexible schedule with entrepreneurial freedom

Job type: Full-Time
Work location: In person

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Financial Advisors

Northwestern Mutual Philadelphia, PA

Philadelphia, PA

Today

$90k - $120k/yr Full time Advisor Business Development Client Relations

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Job Description

Build a financial planning practice with Northwestern Mutual in Philadelphia, PA (in-person). This advisor role pairs structured, award-winning training with clear pathways for licensing and client growth, along with performance-based earnings and a support system designed for long-term career development. The compensation range is $90,000 to $120,000 per year, with additional income structures available during training and early development.

What you’ll do

Grow your client base through new connections, a strong referral network, and a consistently strong client experience
Develop personalized, holistic financial plans tailored to each client’s individual goals
Manage and support plans over time to help clients pursue their objectives
Strengthen client relationships and provide ongoing guidance at every stage of life
Educate clients and deliver holistic solutions, including investments for growth, insurance for protection, and annuities designed to support guaranteed income in retirement

Training, licensing & designations

Northwestern Mutual is recognized for maintaining one of the best-trained sales forces in the country. You’ll follow an award-winning curriculum built to support your first three years, learn client acquisition for career longevity, and gain access to a national network of tenured financial advisors. Support is also available for required insurance and securities licensing, including Securities Industry Essentials (SIE), Series 6, Series 7, Series 63, and more, along with Certified Financial Planner (CFP®) licensing support.

Qualifications

Bachelor’s degree
3+ years of service at Northwestern Mutual is required to qualify for the designation pre-payment and reimbursement program
Entrepreneurial ambitions to operate as a business owner
Demonstrated 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
Motivation and drive
Legal authorization to work in the US without sponsorship
Ability to obtain required licenses: Life/Accident & Health Certifications, SIE, and Series 6, Series 7, and Series 63
If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required

Compensation & benefits

Pay: $90,000.00 - $120,000.00 per year

Fully company-funded retirement package and pension plan
Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income for continued client support and policy management
Bonus programs and expense allowances
Fully company-supported paid training and professional development assistance
Comprehensive medical, vision, and dental plans, plus a health savings account
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning, including parental leave
Retirement plan

Application

Location requirement: Philadelphia, PA 19103 (Required)

Work location: In person

Application question: Do you have a LinkedIn profile?

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Assistant Finance Director

McGrath Family of Dealerships Hiawatha, IA

Hiawatha, IA

Today

Full time Finance Director Manager Accounting

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Job Description

McGrath Ford Hyundai Kia is seeking an Assistant Finance Director / Automotive Finance and Insurance (F&I) Manager to lead daily F&I operations across Ford, Hyundai, and Kia in Hiawatha, IA (onsite). Working closely with the Finance Director, you will coach Finance Managers, manage lender relationships, support compliance, and drive stronger finance performance while improving the customer experience.

Key Responsibilities

Partner with the Finance Director to oversee daily Finance & Insurance (F&I) operations across Ford, Hyundai, and Kia
Coach, mentor, and develop Finance Managers to strengthen closing skills, product knowledge, compliance, and overall performance
Monitor and improve key F&I performance metrics, including product penetration, profitability, finance income, and customer satisfaction
Build and maintain strong relationships with banks, credit unions, and other automotive lending partners
Review deal structures, financing agreements, and department processes to support accuracy, efficiency, and regulatory compliance
Collaborate with Sales Managers and dealership leadership to improve deal flow, customer experience, and department productivity
Identify opportunities to streamline finance processes, improve consistency, and maximize department results
Help establish performance expectations, provide coaching and accountability, and support a culture of teamwork and continuous improvement

Required Qualifications

Proven experience and success in automotive Finance & Insurance (F&I) required
Strong understanding of dealership finance operations, lender relationships, F&I products, and deal structuring
Demonstrated ability to achieve finance performance goals while maintaining customer satisfaction and compliance standards
Strong leadership, coaching, and team-development skills
Ability to analyze department performance, identify opportunities, and implement effective improvements
Excellent communication, negotiation, organization, and problem-solving skills
Thorough understanding of automotive financing regulations, compliance requirements, and ethical sales practices
Results-driven, self-motivated, and comfortable working in a fast-paced, high-volume dealership environment
High level of professionalism, integrity, accountability, and commitment to teamwork
Previous F&I leadership, Finance Director, or Assistant Finance Director experience preferred

Benefits

PTO starting Day 1
Health, Dental, and Vision Insurance
401(k) with Company Match
Ongoing professional development and leadership growth opportunities
Career advancement opportunities, with 97% of promotions coming from within
Collaborative, performance-driven environment with an experienced dealership leadership team
Established dealership group with more than 70 years in Eastern Iowa

About the Opportunity

This role is designed for an experienced Automotive Finance Manager prepared to step into leadership. You will work alongside the Finance Director to strengthen profitability, coach Finance Managers, maintain lender relationships, and support an excellent customer purchasing experience. The position balances finance results with compliance, integrity, and customer satisfaction, with an emphasis on actively leading the finance department beyond managing individual deals.

How to Apply

McGrath Ford Hyundai Kia invites applications from experienced F&I professionals ready to advance or established automotive finance leaders seeking a new opportunity. Apply today to take the next step in your automotive finance career in Hiawatha.

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Financial Advisor ( Commission Based )

Northwestern Mutual Vernon Hills, IL

Vernon Hills, IL

Today

$10k - $104k/yr Full time Advisor Client Service Financial Advisor

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Job Description

Build a client-focused financial planning practice with a role that offers uncapped income potential, a flexible schedule, and support from a comprehensive compensation and benefits program. This full-time, commission-based Financial Advisor position is based onsite in Vernon Hills, IL and includes training, sponsorship for licensing/credentialing, and resources to help you launch and grow.

What You’ll Do

As a Financial Advisor, you’ll help clients move from where they are today to where they want to go tomorrow. You’ll develop and implement financial plans and provide the financial tools and ongoing support needed to keep clients on track.

Develop and implement financial plans that help clients understand their current situation and plan for future goals.
Bring together the right insurance and investment strategies to guide clients every step of the way.
Build and grow your financial planning practice by aligning strategies to client needs.

Compensation & Schedule

Pay: Commission based
Estimated range: $10,000.00 to $104,264.00 per year
Schedule: Monday to Friday
Work setting: Office, in person
Location: 3 W Hawthorne Pkwy

Training & Business Support

Training is provided through an extensive platform. You’ll also receive robust development bonuses to support your launch, along with an expense allowance as you build your practice.

Benefits

Uncapped income potential
Flexible schedule (no need to come into the office daily; you determine your own calendar)
Leadership opportunities
Sponsorship of licensing/credentialing
Robust development bonuses
Expense allowance
Comprehensive Medical, Dental and Vision coverage
Retirement package, including Pension Plan
Group Life and Disability Income Insurance
401(k)
Health savings account
Referral program
Professional development assistance
Bonus opportunities
Commission pay
Life insurance
Dental insurance
Health insurance
Vision insurance
Retirement plan

Requirements

High school or equivalent (High school Diploma/GED)
Strong verbal and written communication skills
History of personal and professional success
Prior sales and/or business experience preferred (Sales: 1 year preferred)
Prior financial services experience not needed; extensive training platform provided

Application Note

This is a commission-based role; applicants should confirm they are comfortable with commission compensation.

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Finance Manager

Good Shepherd Catholic Church Evansville, IN

Evansville, IN

Today

$57k - $64k/yr Full time Manager Accounting Budget Management

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Job Description

Good Shepherd Catholic Church is seeking a Finance Manager to oversee the financial operations of Good Shepherd Catholic Parish and School in Evansville, Indiana. In this onsite role, you will help ensure accurate account management, timely payments and deposits, and clear reporting to parish and school committees, including coordination of key diocesan-related processes.

Role Focus

You will monitor parish and school financial accounts, support annual budgeting, manage electronic payments and giving workflows, and prepare reports for school and parish committees as needed. The position also includes leading Parish Finance Council meetings and coordinating certain appeals and shared expense procedures with the Diocese and local parishes.

Key Responsibilities

Maintain and monitor parish and school financial accounts
Partner with the Pastor, Principal, and Parish Finance Council to prepare and monitor the annual budget
Collaborate with parish leadership and committee teams, including Parish employees, Summer Social Leadership Team, Knights of Columbus, Columbiettes, and other parish committee leadership
Process payments for parish and school expenses and prepare bank deposits
Oversee ACH transactions, electronic giving, and follow up on Honoring Our Traditions-Building Our Faith pledge commitment reminders
Reconcile bank statements
Prepare financial reports for the school, GAP, and other parish committees as needed
Coordinate the annual Catholic Ministries Appeal
Coordinate shared expense procedures with the Diocese and other local parishes, as needed
Work with parish organizations and volunteers to coordinate monies needed for activities
Maintain records for matching gift programs
Work with the cafeteria manager to prepare cafeteria financials
Oversee year-end tax letters
Prepare and maintain Indiana gaming licenses and records for Good Shepherd Catholic Parish, including support for Knights of Columbus and Columbiettes if needed
Sync PDS with the Diocese of Evansville each month or as instructed by the diocese
Oversee and prepare payroll for Paycor and maintain payroll records, including monitoring employee timesheets
Work with the Pastor, Principal, and the Diocese of Evansville Director of Human Resources to track employee PTO and other employee issues as needed
Prepare and maintain employee benefit records for pension, short-term disability, and parental leave
Create and monitor parish controls and follow the diocesan records retention policy
Prepare agenda and lead Parish Finance Council meetings, and attend diocesan meetings related to finance
Assist with parish events as needed and attend staff meetings
Assist in promoting the mission of the Catholic Church
Perform other assigned job functions

Requirements

Practicing Catholic in good standing with working knowledge of and strong commitment to the mission of the Roman Catholic Church
Degree in accounting, finance, or equivalent experience
Detail oriented, focused on accuracy and efficiency
Excellent written and verbal communication skills
Ability to maintain confidentiality in all matters
Financial planning and management skills, along with well-developed administrative skills
Organized with the ability to manage multiple responsibilities with flexibility and grace
Self-directed and able to work with minimal direction
Computer skills including Microsoft Office Suite, Google Workspace and Google Calendar, and database management
Ability to work as a team member with parish office staff, school staff, ministry leaders, and volunteers
Desire to serve others