Entry Level Financial Specialist

Beer Financial Group; Los Angeles (CA); Hybrid; USD 60,000 - 90,000; 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

Flexible work from home options available

Job summary

Beer Financial Group is seeking a dedicated financial planner to help individuals and businesses in Los Angeles achieve their financial goals. You'll engage with clients to understand their unique needs, develop tailored financial plans, and recommend suitable insurance strategies.

The ideal candidate will possess strong communication skills and preferably hold a bachelor’s degree. Additional training will be provided for necessary licenses. Enjoy a competitive stipend, retirement options, and a flexible work environment.

Qualifications

• Previous experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills are essential.
• Ability to build trust and rapport with clients.

Responsibilities

• Engage with clients to understand their financial goals and concerns.
• Develop comprehensive financial plans that include investments and insurance.
• Recommend insurance strategies to protect clients’ assets.
• Monitor clients’ financial plans and provide regular updates.
• Build and maintain a network of clients through referrals.

Skills

Interpersonal and communication skills

Analytical thinking

Building trust and rapport

Education

Bachelor’s degree (preferred)

Job description

Benefits

• Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Flexible work from home options available

About the Role

At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities

• Client attraction and 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.

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 appropriate state insurance licenses (training and sponsorship available).