Athlete-Driven Financial Advisor | Flexible Schedule

Northwestern Mutual - Monterey District; Monterey (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual – Monterey District is seeking athletes with teamwork and competitive spirit for a rewarding career as Financial Advisor. This role focuses on understanding clients’ financial needs and delivering personalized guidance to protect assets and plan for the future.

Successful candidates will build long-term client relationships, coordinate with a planning team, and participate in ongoing training and development.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Excellent interpersonal and communication abilities; strong analytical skills.
• Ability to build lasting client relationships; sponsorship/licensing considered for state insurance licenses.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and design tailored strategies.
• Regularly review and update clients' financial plans and insurance policies to reflect changes.
• Cultivate a robust network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationship building

Licensing readiness

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual – Monterey District is seeking athletes with teamwork and competitive spirit for a rewarding career as Financial Advisor. This role focuses on understanding clients’ financial needs and delivering personalized guidance to protect assets and plan for the future.

Successful candidates will build long-term client relationships, coordinate with a planning team, and participate in ongoing training and development.