Entry-Level Financial Advisor — Impact & Growth

Beer Financial Group, Inc.; Santa Monica (CA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Stipend

Retirement plan

Performance bonus

Office parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc. in Santa Monica, CA partners with Northwestern Mutual to help clients secure financial futures through insurance and planning.

You will build long-term client relationships, tailor financial solutions, and guide families toward stability and growth. Join a top-tier team with mentoring, training, and a supportive network; envision a path to financial independence while contributing to community service like Alex's Lemonade Stand.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Attraction/Development: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree

Job description

Beer Financial Group, Inc. in Santa Monica, CA partners with Northwestern Mutual to help clients secure financial futures through insurance and planning.

You will build long-term client relationships, tailor financial solutions, and guide families toward stability and growth. Join a top-tier team with mentoring, training, and a supportive network; envision a path to financial independence while contributing to community service like Alex's Lemonade Stand.