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Neo Financial Jobs (NOW HIRING)

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FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career ... NEO's Average vs Top 25% vs Top 10% Year 1- 4 | $85,817 - $201,139- $302,225 Year 5+ |$620,590 - $1 ...

Be Seen First

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career ... NEO's Average vs Top 25% vs Top 10% Year 1- 4 | $85,817 - $201,139- $302,225 Year 5+ |$620,590 - $1 ...

Be Seen First

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career ... NEO's Average vs Top 25% vs Top 10% Year 1- 4 | $85,817 - $201,139- $302,225 Year 5+ |$620,590 - $1 ...

Support and update customer hierarchies within the NEO system, particularly focusing on data integrity during and after system "go-live." 5. Financial, Policy & Process Compliance * Sales Accruals:

Sr. Manager, Lab Ops Finance

Aliso Viejo, CA · On-site

$116K - $158K/yr

Come join the Neo team and be part of our amazing World Class Culture! NeoGenomics is looking for a Sr Manager, Finance Lab Operations, who wants to continue to learn to allow our company to grow. As ...

Sr. Manager, Lab Ops Finance

Carlsbad, CA · On-site

$113K - $154K/yr

Come join the Neo team and be part of our amazing World Class Culture! NeoGenomics is looking for a Sr Manager, Finance Lab Operations, who wants to continue to learn to allow our company to grow. As ...

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Neo Financial information

Is Neo Financial a legitimate company?

Neo Financial is a legitimate financial technology company based in Canada that offers banking and credit card services. It is registered with relevant financial authorities and operates within industry regulations, making it a credible employer in the financial sector.

Is Neo Financial a good company to work for?

Neo Financial is a financial technology company that offers roles in areas such as customer service, product development, and engineering. Employee reviews indicate a positive work environment with opportunities for growth, though experiences can vary by role and team. It is advisable to research specific positions and company culture before applying.

What are the key skills and qualifications needed to thrive as a Financial Analyst at Neo Financial, and why are they important?

To thrive as a Financial Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with tools such as Excel, SQL, and financial analysis software, along with relevant certifications like CFA or CPA, is often required. Excellent communication, problem-solving abilities, and adaptability help you convey insights and work effectively in fast-paced fintech environments. These skills are vital for driving data-driven decisions, supporting business growth, and ensuring sound financial management.

What is Neo Financial?

Neo Financial is a Canadian financial technology company that offers digital banking services, including credit cards, high-interest savings accounts, and rewards programs. Founded in 2019, Neo aims to provide a modern alternative to traditional banks by focusing on user-friendly mobile apps and innovative financial products. Customers can manage their accounts online, earn cash back at partner merchants, and benefit from competitive rates. Neo Financial is not a bank itself but partners with licensed financial institutions to provide its services. The company is known for its fast approval process and simple, transparent fees.

What opportunities for career advancement exist at Neo Financial, and how does the company support employee growth?

At Neo Financial, employees benefit from a fast-paced, growth-oriented environment where career advancement is encouraged through regular performance reviews, internal mobility, and mentorship programs. Team members often collaborate across departments, which provides exposure to different aspects of the business and helps develop new skills. The company also invests in professional development through training sessions, workshops, and access to industry conferences. As Neo Financial continues to expand, there are increasing opportunities for employees to take on leadership roles or move into specialized areas aligned with their interests.

What company owns Neo Financial?

Neo Financial is a Canadian financial technology company founded by the team behind SkipTheDishes. It is an independent company and is not owned by a larger corporation. Neo Financial operates as a standalone entity in the financial services industry.

How much does Neo Financial pay?

Neo Financial offers competitive salaries that vary depending on the role, experience, and location. Entry-level positions typically start at industry-standard rates, and compensation may include benefits and bonuses. Exact pay details are usually provided during the hiring process or in the job postings.
More about Neo Financial jobs
What cities are hiring for Neo Financial jobs? Cities with the most Neo Financial job openings:
What states have the most Neo Financial jobs? States with the most job openings for Neo Financial jobs include:
Infographic showing various Neo Financial job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.
Financial Advisor-Training Provided

Financial Advisor-Training Provided

Northwestern Mutual

Monroeville, PA • On-site

$50K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

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Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

143rd of 278 rated insurance


Job description

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.
THIS CAREER OFFERS YOU:
•Stipends for training and licensing to help you get started.
•The ability to positively impact someone else's life.
•Personalized mentoring and award-winning training programs.
•Backing by Northwestern Mutual, an industry leader with a proven track record of success.
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
•You know how to connect with people, building personal, trusted relationships.
•Financial planning is interesting to you.
•You’re a driven person who’s committed to succeeding.
•You’re ready to earn more for your hard work.
•You enjoy helping people make more informed, confident decisions.
•You're ready to live the life you want, both personally and professionally.
A CAREER WITH ENDLESS OPPORTUNITIES
This career is commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $85,000 in their first year, and there is potential for much more.
What’s the catch? The first years can be challenging as you’re learning the business. However, the trade-off is that you get to define what success looks like.
INCOME GROWTH OPPORTUNITY:
NEO's Average vs Top 25% vs Top 10%
Year 1- 4 | $85,817 - $201,139- $302,225
Year 5+ |$620,590 - $1,476,704 - $1,840,288
Beyond income, you'll also have access to a comprehensive benefits package:
•Comprehensive medical insurance
•Two pension plans
•Life and disability insurance
•Health care and dependent care reimbursement accounts
•Reimbursement for licensing and ongoing education
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, B2B, B2C, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.
This career is ideal for someone who has the below characteristics:
•Thrives in a high-pressure environment
•Innovative - Prefers working in unconventional ways or on tasks that require creativity
•Achievement-Oriented - Enjoys taking on challenges, even if they might fail
•People-Oriented - Enjoys interacting with people and working on group projects
*** Financial Representative | Financial Advisor | Wealth Management Advisor ***
About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $350 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services.
Job Type: Full-time
Pay: $50,000.00 - $110,000.00 per year
Location:
• Monroeville, PA (Required)
Company Description
Northwestern Mutual provides comprehensive financial services and creative solutions designed to meet the investment and financial needs of individuals, families, and businesses – with a focus on holistic, long-term planning. There are very few people we can’t help in some capacity, and we have a team of specialists that are the finest in the world. One in three people we sit down with will become a client and almost 97% of our clients stay with us for life.

Company Description

Northwestern Mutual provides comprehensive financial services and creative solutions designed to meet the investment and financial needs of individuals, families, and businesses – with a focus on holistic, long-term planning.
There are very few people we can’t help in some capacity, and we have a team of specialists that are the finest in the world. One in three people we sit down with will become a client and almost 97% of our clients stay with us for life.

What Northwestern Mutual employees say

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Benefits

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Get the full story on Breakroom


Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US