Athlete-Driven Financial Advisor

Northwestern Mutual; San Francisco (CA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Bonus based on performance

Flexible schedule

Training & development

Opportunity for advancement

Job summary

Northwestern Mutual in San Francisco is seeking a Financial Advisor to help clients protect and grow their financial resources. You will build personalized plans, manage client relationships, and work with a team to deliver comprehensive solutions.

The role emphasizes collaboration, ongoing development, and the opportunity to advance within a premier financial services firm. Strong communication and interpersonal skills are essential for success.

Qualifications

• Bachelor's degree or higher preferred; not mandatory for entry.
• Excellent interpersonal and communication abilities.
• Willingness to obtain state insurance licenses with training provided.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored strategies to safeguard assets, income, and plans.
• Regularly review and update clients' financial plans and insurance policies.

Skills

Interpersonal skills

Communication skills

Education

Bachelor's degree in finance, business, or related discipline

Job description

Northwestern Mutual in San Francisco is seeking a Financial Advisor to help clients protect and grow their financial resources. You will build personalized plans, manage client relationships, and work with a team to deliver comprehensive solutions.

The role emphasizes collaboration, ongoing development, and the opportunity to advance within a premier financial services firm. Strong communication and interpersonal skills are essential for success.