Entrepreneurial Financial Advisor: Build Your Practice & Impact

Northwestern Mutual; Irvine (CA); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Performance-based earnings

Medical, vision, and dental plans

Fully company-funded retirement package

Bonus programs and expense allowances

Job summary

A financial services company in California is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building client relationships, creating tailored financial plans, and managing client finances for success. Ideal candidates should possess a Bachelor’s degree and strong relationship-building skills. The role offers performance-based earnings with a supportive training program.

Qualifications

• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by making new connections.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.

Skills

Relationship-building

Time-management

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

A financial services company in California is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building client relationships, creating tailored financial plans, and managing client finances for success. Ideal candidates should possess a Bachelor’s degree and strong relationship-building skills. The role offers performance-based earnings with a supportive training program.