Northwestern Mutual
Overview
Financial Advisor | Senior Field Director | Comprehensive Financial and Multigenerational Planning | Estate Planning | Retirement Strategies Company Description
At Northwestern Mutual, our financial advisors are dedicated to meeting clients' needs and providing long-term financial guidance. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection in force, we serve over 4.5 million clients. Our wealth management company manages over $125 billion in client assets. We support our growing field force across the country and diverse corporate office employees in Milwaukee and New York. Diversity strengthens our goal of shaping the future of financial security. Role Description
This is a full-time hybrid role for a Financial Advisor, based in Corona, CA with some work from home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory services. Daily tasks include meeting with clients, analyzing their financial status, developing personalized plans, and providing ongoing support and advice to help them achieve their financial goals. Responsibilities
Provide comprehensive financial planning services, including retirement planning and investment management. Meet with clients, analyze financial status, develop personalized plans, and provide ongoing support and advice. Qualifications
Financial Planning, Finance, and Financial Advisory skills Experience in Retirement Planning and Investments Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to build and maintain client relationships Bachelor's degree in Finance, Business, Economics, or related field Relevant certifications (e.g., CFP, CFA) are a plus Experience in wealth management or related industries is beneficial Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Northwestern Mutual by 2x City of Industry, CA $65,000.00-$250,000.00 1 week ago Other nearby postings include locations in Orange County, Riverside, Irvine, Santa Ana, Diamond Bar, and more with varying salary ranges.
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Financial Advisor | Senior Field Director | Comprehensive Financial and Multigenerational Planning | Estate Planning | Retirement Strategies Company Description
At Northwestern Mutual, our financial advisors are dedicated to meeting clients' needs and providing long-term financial guidance. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection in force, we serve over 4.5 million clients. Our wealth management company manages over $125 billion in client assets. We support our growing field force across the country and diverse corporate office employees in Milwaukee and New York. Diversity strengthens our goal of shaping the future of financial security. Role Description
This is a full-time hybrid role for a Financial Advisor, based in Corona, CA with some work from home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory services. Daily tasks include meeting with clients, analyzing their financial status, developing personalized plans, and providing ongoing support and advice to help them achieve their financial goals. Responsibilities
Provide comprehensive financial planning services, including retirement planning and investment management. Meet with clients, analyze financial status, develop personalized plans, and provide ongoing support and advice. Qualifications
Financial Planning, Finance, and Financial Advisory skills Experience in Retirement Planning and Investments Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to build and maintain client relationships Bachelor's degree in Finance, Business, Economics, or related field Relevant certifications (e.g., CFP, CFA) are a plus Experience in wealth management or related industries is beneficial Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Northwestern Mutual by 2x City of Industry, CA $65,000.00-$250,000.00 1 week ago Other nearby postings include locations in Orange County, Riverside, Irvine, Santa Ana, Diamond Bar, and more with varying salary ranges.
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