We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$70,000 - $170,000 yearly
Responsibilities:-
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications:-
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
About Company
Northwestern Mutual Santa Monica is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered.
With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.