Northwestern Mutual
Financial Advisor (Career Changers Encouraged)
Northwestern Mutual, Santa Monica, California, United States, 90403
Financial Advisor (Career Changers Encouraged)
4 days ago Be among the first 25 applicants
Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you’ll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.
Responsibilities
Build and maintain long-term relationships with clients by providing financial planning services
Conduct client meetings to assess their financial needs, goals, and risk tolerance
Develop and implement financial plans to help clients achieve their financial objectives
Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
Meet regularly with clients to review their financial plans and make adjustments as necessary
Generate new business through networking and referrals
At Northwestern Mutual, we’re committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you’ll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.
We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.
Compensation and Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
History of success in sales, athletics, military, client services, or client-facing roles
Excellent communication and interpersonal skills
Strong attention to detail and ability to analyze complex financial data
Demonstrated ability to build and maintain client relationships
Desire for continuous learning
Legal authorization to work in the US without sponsorship
If you’re passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!
About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Our Accolades
Fortune 100 company (2023)
Forbes' Best Employers for Diversity (2018-2023)
#1 Amongst Life Insurers Most Admired Companies 2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
$224 billion 3 (retail investment client assets held or managed)
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
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Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you’ll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.
Responsibilities
Build and maintain long-term relationships with clients by providing financial planning services
Conduct client meetings to assess their financial needs, goals, and risk tolerance
Develop and implement financial plans to help clients achieve their financial objectives
Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
Meet regularly with clients to review their financial plans and make adjustments as necessary
Generate new business through networking and referrals
At Northwestern Mutual, we’re committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you’ll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.
We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.
Compensation and Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
History of success in sales, athletics, military, client services, or client-facing roles
Excellent communication and interpersonal skills
Strong attention to detail and ability to analyze complex financial data
Demonstrated ability to build and maintain client relationships
Desire for continuous learning
Legal authorization to work in the US without sponsorship
If you’re passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!
About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Our Accolades
Fortune 100 company (2023)
Forbes' Best Employers for Diversity (2018-2023)
#1 Amongst Life Insurers Most Admired Companies 2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
$224 billion 3 (retail investment client assets held or managed)
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
#J-18808-Ljbffr