Athlete-Driven Financial Advisor for Growth

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Performance bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor who thrives on teamwork and helping families secure their financial future. If you have an athletic background, your discipline and competitive spirit are valued as assets in this client-centric role.

You'll build tailored strategies, cultivate a strong client network, and work with a supportive planning team. The position offers training, advancement opportunities, and a flexible schedule within a rewarding financial services

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred.
• Experience in insurance or financial services beneficial but not mandatory.
• Strong interpersonal and communication abilities; adept at building client relationships.

Responsibilities

• Engage with clients to understand financial needs and provide guidance.
• Design and implement tailored strategies to protect assets and long‑term security.
• Cultivate client networks through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationships

Education

Bachelor's degree in finance or business

Job description

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor who thrives on teamwork and helping families secure their financial future. If you have an athletic background, your discipline and competitive spirit are valued as assets in this client-centric role.

You'll build tailored strategies, cultivate a strong client network, and work with a supportive planning team. The position offers training, advancement opportunities, and a flexible schedule within a rewarding financial services