Athlete-Driven Financial Advisor: Growth & Flex Schedule

Northwestern Mutual - San Francisco

San Francisco (CA)

On-site

USD 80,000 - 120,000

Full time

3 days ago

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Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - San Francisco is seeking a Financial Advisor to help clients secure their financial futures through personalized planning and protection strategies. You will work with a collaborative team that values discipline, teamwork, and ongoing development.

You will engage clients to assess needs, design tailored plans, review policies regularly, and grow your network through referrals, community involvement, and professional associations.

Qualifications

Bachelor's degree in finance, business, or a related discipline.
Excellent interpersonal and communication abilities.
Strong analytical skills and ability to build lasting client relationships.

Responsibilities

Engage with clients to understand comprehensive financial needs and provide guidance.
Design and implement tailored financial strategies to protect assets and plan for the future.
Regularly review and update clients' financial plans and insurance policies.
Cultivate a robust client network through referrals and professional involvement.

Skills

Interpersonal skills

Communication abilities

Analytical skills

Client relationships

Education

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

Job description

You will engage clients to assess needs, design tailored plans, review policies regularly, and grow your network through referrals, community involvement, and professional associations.

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