Entrepreneurial Financial Advisor - Build Your Practice

Northwestern Mutual; Calabasas (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Competitive medical, vision, and dental plans

Fully company-funded retirement package

Parental benefits

Training and licensing support

Job summary

A leading financial services organization is seeking a Financial Advisor to help clients achieve their financial goals. The role involves building a client base, creating personalized financial plans, and managing client relationships. Candidates should have a Bachelor’s degree, entrepreneurial ambitions, and strong communication skills. This position offers performance-based earnings with the potential for significant income growth.

Qualifications

• Must be legally authorized to work in the US without sponsorship.
• History of success in client-facing roles.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow client base and maintain a strong referral network.
• Build personalized, holistic financial plans for clients.
• Manage clients' financial plans to help achieve goals.
• Support clients through various life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Critical thinking

Strong communication

Motivation and drive

Education

Bachelor’s degree

Job description

A leading financial services organization is seeking a Financial Advisor to help clients achieve their financial goals. The role involves building a client base, creating personalized financial plans, and managing client relationships. Candidates should have a Bachelor’s degree, entrepreneurial ambitions, and strong communication skills. This position offers performance-based earnings with the potential for significant income growth.