Certified Financial Planner

Northwestern Mutual; Manhattan Beach (CA); On-site; USD 80,000 - 175,000; Full time

Job summary

A leading wealth management and financial planning practice in Manhattan Beach is seeking a Certified Financial Planner Professional. The role involves managing client relationships, updating financial plans, and collaborating with team members to craft comprehensive financial solutions. Candidates must possess a CFP license and a Bachelor’s degree, along with relevant client-facing experience.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Qualifications

• Experience in client-facing financial advising.
• Ability to work collaboratively with team members.
• Operates with a caring attitude.

Responsibilities

• Manage client relationships and update financial plans.
• Collaborate on developing financial plans for new clients.
• Ensure accurate client data management in CRM.

Skills

Client relationship management

Financial planning

Collaboration

Education

Bachelor’s Degree

CFP License

Job description

2 weeks ago Be among the first 25 applicants

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $175,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Northwestern Mutual

Talent Acquisition Specialist @ Northwestern Mutual

Our client, an award-winning wealth management and financial planning practice based in Manhattan Beach, is hiring a Certified Financial Planner Professional to deliver a first class planning and client experience as an advisor.

**This is NOT a commission and fees role. Salary range listed below.

**CFP License is required for this role.

The scope of this client facing role will depend on the experience and expertise level of the candidate.

Potential Key Responsibilities (but not limited to):

• Depending on the expertise and experience of the CFP , the core key responsibilities would be to either:
• Directly manage a segment of client relationships for the firm OR
• Work closely with a Senior Private Wealth Advisor as a 2nd chair advisor
• Meet with existing clients to update their financial plan to remain relevant to their goals and current market/economic environment.
• Identify new planning opportunities within conversation with existing clients.
• Collaborate with other team members to build a comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both working collaboratively with team members, in addition to having your own aligned thinking, to best construct a customized financial plan for a client.
• Interpret and input client data, understand time-lined goals and synchronize areas of planning into one plan.

Plans may address:

• Investments
• Retirement Planning
• Retirement Income Distribution Planning
• Life insurance, Disability and Long Term Care insurance analysis
• Asset/Liability management and cash flow scenarios
• Tax implications
• Education Funding
• Major Purchase Planning
• Saving Strategies
• Business Planning
• Create and/or update investment proposals and insurance illustrations for clients. Ensure the advisors understand planning and investment updates prior to meetings.
• Potentially get referred to 2nd generation clients or other prospective clients.
• Ensure all client data is entered and tracked appropriately in CRM.

Qualifications:

• Bachelor’s Degree
• Client facing financial advising experience
• Operates with a caring and collaborative attitude
• Ability to be in office/on-site 3 days per week.

Compensation will be determined by experience and expertise:

Base Compensation $80,000 to $175,000

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

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