Financial Advisor

Northwestern Mutual - Orange County; Irvine (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Commission structure for early development

Renewable income

Bonus programs

Medical, Dental, Vision, Life Insurance

Retirement Package and Pension Plan

Job summary

A leading financial services company in California is seeking a Financial Representative. This role involves building a client base, educating clients on financial solutions, and providing expert recommendations. Candidates should have a 4-year degree or equivalent experience, a history of success in sales or client-facing roles, and must be legally authorized to work in the US. The position offers a competitive base pay range and comprehensive benefits, making it a fulfilling career choice.

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in sales, athletics, military, or client services.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build a client base by developing relationships and product knowledge.
• Educate clients using various financial tools and assistive software.
• Present clients with opportunities to protect and prosper.

Skills

Sales experience

Desire for continuous learning

Client-facing roles experience

Education

4-year degree or equivalent professional work experience

Job description

Financial Representative (Career-Changers are welcome to apply)

Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Base Pay Range

$150,000.00/yr - $250,000.00/yr

Responsibilities

• Build – Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
• Educate – Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• Influence – Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

Benefits

• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Qualifications

• 4-year degree; or equivalent professional work experience
• History of success in sales, athletics, military, client services, or client-facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!