Entrepreneurial Wealth Advisor: Build Your Financial Practice

Northwestern Mutual; Corona (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive medical, vision, and dental plans

Fully company-funded retirement package

Performance-based bonus programs

Job summary

A leading financial services firm in California is seeking skilled Financial Advisors to help clients achieve their financial goals. The role allows you to build your business while helping clients with personalized financial planning. Responsibilities include client relationship building and managing financial plans. Ideal candidates will have strong entrepreneurial ambitions and succeed in client-facing roles. The position offers performance-based earnings, a supportive training environment, and comprehensive benefits.

Qualifications

• Must obtain appropriate licenses to practice as a financial advisor.
• Demonstrated success in client-facing roles.
• Strong entrepreneurial ambitions.

Responsibilities

• Grow client base through new connections and referrals.
• Build personalized financial plans for clients.
• Manage clients' financial goals and plans.
• Enhance relationships with clients at every life stage.

Skills

Client relationship building

Critical thinking

Entrepreneurial mindset

Motivation and drive

Continuous learning

Education

Life/Accident & Health Certifications

Securities Industry Essentials (SIE)

Series 6, 7, 63

Job description

A leading financial services firm in California is seeking skilled Financial Advisors to help clients achieve their financial goals. The role allows you to build your business while helping clients with personalized financial planning. Responsibilities include client relationship building and managing financial plans. Ideal candidates will have strong entrepreneurial ambitions and succeed in client-facing roles. The position offers performance-based earnings, a supportive training environment, and comprehensive benefits.