Financial Advisor: Career-Changer Friendly Client Planning

Northwestern Mutual; Santa Monica (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Commission structure

Bonus programs

Medical, Dental, Vision Insurance

Job summary

A leading financial services firm is seeking an entry-level Financial Advisor in Santa Monica, CA. The role entails providing comprehensive and innovative financial planning services to clients, building long-term client relationships, and implementing financial strategies. Ideal candidates have a degree or equivalent experience, excel in communication and interpersonal skills, and have a strong desire for personal growth. This position offers a commission structure, renewable income, and extensive support for professional development.

Qualifications

• Strong track record in sales or client-facing roles.
• Ability to analyze complex financial data.
• Willingness to pursue continuous learning.

Responsibilities

• Build and maintain long-term relationships with clients.
• Conduct client meetings to assess financial needs.
• Develop and implement financial plans.

Skills

Communication skills

Interpersonal skills

Attention to detail

Client relationship management

Education

4-year degree or equivalent professional work experience

Job description

A leading financial services firm is seeking an entry-level Financial Advisor in Santa Monica, CA. The role entails providing comprehensive and innovative financial planning services to clients, building long-term client relationships, and implementing financial strategies. Ideal candidates have a degree or equivalent experience, excel in communication and interpersonal skills, and have a strong desire for personal growth. This position offers a commission structure, renewable income, and extensive support for professional development.