Financial Advisor (Career Changers Encouraged)

Northwestern Mutual; San Diego (CA); On-site; USD 80,000 - 250,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement package and pension plan

Flexible spending account/Health Savings Account

Job summary

A well-established financial services company in San Diego is looking for motivated individuals to join its team as Financial Advisors. This role offers uncapped income potential and comprehensive training for those transitioning from different careers. You'll be responsible for building client relationships, creating personalized financial plans, and managing clients' financial trajectories. The company provides robust benefits including medical coverage and a retirement plan.

Qualifications

• Prior sales and/or business experience preferred.
• History of personal and professional success.

Responsibilities

• Grow your client base by making new connections.
• Build personalized financial plans for clients.
• Manage financial plans to help clients achieve goals.
• Support clients through different life stages.

Skills

Strong self‑motivation

Entrepreneurial spirit

Excellent communication skills

Education

BA or BS degree from a four‑year institution

Job description

Financial Advisor (Career Changers Encouraged)

Be among the first 25 applicants.

This role is offered by Northwestern Mutual. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus and Commission

Northwestern Mutual is thriving – 2024 was the best year in a 168‑year history. We are growing our team of Financial Advisors to meet the increasing demand for financial planning during economic downturns.

About the role

A new Financial Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment, and wants control of their career trajectory. They possess an entrepreneurial spirit, history of success in business development or sales, strong self‑motivation, a high standard of ethics, and desire to make a meaningful impact on people’s lives.

As a Financial Advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs, including insurance, investments, education planning, and retirement planning.
• Manage your client’s financial plans to help them achieve their goals long term.
• Grow relationships with clients to support them through every stage of life.

Desired Skills and Experience

• BA or BS degree from a four‑year institution preferred.
• Prior sales and/or business experience, and a history of personal and professional success.
• Prior financial services experience not needed – extensive training platform provided.

Compensation and Benefits

• Uncapped income potential.
• Control of your own calendar and office cadence.
• Fully paid sponsorship of licensing/credentialing.
• Robust development bonuses in the first year to aid you as you launch your business.
• Comprehensive medical, dental and vision coverage subsidized by the company.
• Retirement package and pension plan.
• Group life and disability income insurance.
• Flexible spending account/Health Savings Account.