Entry-Level Financial Advisor - Training & Growth

Beer Financial Group, Inc.; Bakersfield (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc. is seeking driven individuals to join Northwestern Mutual-advised teams in a hybrid in-person/remote role in California.

You will build long-term client relationships, educate clients on financial strategies, and help them achieve financial security through personalized plans with ongoing support. The role emphasizes mentorship, advanced training, and a strong support system within a Fortune 500 environment.

Qualifications

• Bachelor's degree is preferred.
• 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.

Responsibilities

• Engage with clients to understand financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance and financial strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Beer Financial Group, Inc. is seeking driven individuals to join Northwestern Mutual-advised teams in a hybrid in-person/remote role in California.

You will build long-term client relationships, educate clients on financial strategies, and help them achieve financial security through personalized plans with ongoing support. The role emphasizes mentorship, advanced training, and a strong support system within a Fortune 500 environment.