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$36K

$102.1K

$144K

How much do momentum financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for momentum financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Momentum Financial Advisor?

Momentum Financial Advisors are professionals employed by Momentum, a financial services company, who provide clients with advice on managing their finances, investments, insurance, retirement planning, and wealth creation. They help individuals and businesses achieve their financial goals by assessing their needs and recommending suitable financial products or strategies. Momentum Financial Advisors are trained to stay current with financial regulations and market trends, ensuring clients receive informed and compliant guidance. Their services typically include financial planning, risk assessment, and ongoing support to adapt plans as circumstances change.

What skills and qualifications are needed to thrive as a Momentum Financial Advisor?

To thrive as a Momentum Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by relevant financial qualifications such as a CFP or similar certifications. Familiarity with financial analysis software, CRM systems, and risk assessment tools is commonly required. Exceptional interpersonal skills, ethical judgment, and the ability to communicate complex concepts clearly help advisors build trust and long-term relationships with clients. These skills and qualities are vital to providing sound financial advice, meeting client goals, and ensuring regulatory adherence in a competitive financial services environment.

What challenges do Momentum Financial Advisors face when helping clients achieve their financial goals?

Momentum Financial Advisors often encounter challenges such as navigating changing market conditions, adapting financial strategies to clients' evolving life circumstances, and effectively communicating complex financial concepts in an understandable way. Building trust with new clients and maintaining strong, ongoing relationships requires excellent interpersonal and problem-solving skills. Advisors must stay current with regulatory changes and industry trends, ensuring their recommendations remain compliant and relevant to each client's unique situation.

What is the difference between Momentum Financial Advisor vs Financial Planner?

AspectMomentum Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7, 66
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment management, client portfoliosComprehensive financial planning, estate, retirement

Momentum Financial Advisors typically focus on investment management and portfolio strategies, often working within financial firms. Financial Planners provide broader financial planning services, including estate and retirement planning. Both roles may hold similar certifications like Series 7, 66, and CFP, but their scope and daily tasks differ, with advisors emphasizing investments and planners offering holistic financial advice.

Why do so many Momentum Financial Advisors quit?

Momentum Financial Advisors may leave the role due to high workload, pressure to meet sales targets, and the need for strong client management skills. The job often involves long hours, performance-based compensation, and ongoing certifications, which can contribute to turnover if expectations are not met or work-life balance is affected.
More about Momentum Financial Advisor jobs

What job categories do people searching Momentum Financial Advisor jobs look for?

The top searched job categories for Momentum Financial Advisor jobs are:

Momentum Financial Advisor jobs near you
Infographic showing various Momentum Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Representative with Business Development Focus

Northwestern Mutual - Greater Hartford Wealth Management

West Hartford, CT • On-site

$60 - $90/hr

Other

Medical, Dental, Vision

Posted 4 days ago

Key responsibilities

  • Leverage client-facing skills to educate clients, guide decision-making, and build long-term trust.

  • Build meaningful relationships with clients and support them through various stages of their financial journey.

  • Contribute to the growth of the financial services practice and support clients in achieving financial security.

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Transition Your Business Development Skills into a Career in Financial Services with Greater Hartford Wealth Management of Northwestern Mutual!

Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media.

  • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
  • Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
  • See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
  • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.
Our growing office is located at:

29 S Main St. Ste 201 West Hartford, CT 06107

Meet Our Local Team: Jen Vitas, Chief Development Officer, District Director & Financial Advisor:
  • Time with NM: Since 2011
  • Previous experience: Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support back-office operations and business strategy.
  • Passionate about: Developing people, expanding impact through leadership, and helping both clients and advisors achieve long-term success. Outside of work, she is a proud single mother of three, enjoys traveling and experiencing new cultures, loves music and dancing, and values spending time outdoors, especially during the summer months.
Danielle DeLorge, Growth & Development Director & Financial Advisor:
  • Time with NM: Since 2016
  • Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team.
  • Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.
Alexa Philbrick, New Client Growth & Acquisition Specialist & Financial Advisor:
  • Time with NM: Since 2020
  • Previous experience: Made a purposeful career change from another role in finance at age 26. Holds an English minor and a business minor, which shape her strong communication skills and analytical approach. She now focuses on recruiting, developing, and supporting advisors, with particular strength in mentoring career changers and growth-minded professionals.
  • Passionate about: Helping clients achieve long-term financial security, mentoring the next generation of advisors, reading, continuous learning, and taking on new challenges with curiosity and intention.
Paul Schaeffer, FSA, Financial Advisor:
  • Time with NM: Since 2024
  • Previous experience: Actuary (FSA) with a background in actuarial science, data and analytics, healthcare finance, underwriting, pricing, reserving, FP&A, and actuarial modeling. Entered Northwestern Mutual with deep product knowledge equivalent to decades of industry experience and a strong professional network of over 2,000 contacts, which helped him transition quickly and build early momentum.
  • Passionate about: Spending time with his wife and their three children. Enjoys family golf, skiing, and travel, along with music, thought-provoking puzzles, finance, and making a meaningful impact by helping others.
Bryan Jock, WMC Financial Advisor:
  • Time with NM: Since 2022
  • Previous experience: Law enforcement, serving in a supervisory detective role. Developed highly transferable skills including strong client communication, attention to detail for individualized retirement planning, and active listening, now central to his client-first advisory approach.
  • Passionate about: His family and spending quality time with his wife and two children. Outside the office, you’ll often find him at the batting cages with his daughter or at the ice rink with his son.
Lia Moylan, Financial Advisor:
  • Time with NM: Since 2020
  • Previous experience: Teacher and bartender, bringing a people-first mindset, adaptability, and strong interpersonal skills into her financial advisory practice. Focused on helping individuals and families reach and maintain long-term financial security and stability.
  • Passionate about: Spending time with her three children (a 4-year-old daughter and twin 1-year-old boys), travel, food, fun experiences, and helping others build a secure future.
About the Role:

At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jen Vitas is a District Director for NM and is not in legal partnership with NM, or its subsidiaries.

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