Financial Advisor - Client Wealth & Growth

Northwestern Mutual - San Francisco; San Francisco (CA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - San Francisco is seeking a Financial Advisor with a sports-minded, team-first mindset to help clients achieve financial protection and planning goals. You will build trusted relationships, develop tailored financial strategies, and guide clients toward long-term security.

Join a performance-driven environment that emphasizes teamwork, continuous training, and licensing support to help you grow your advisory practice and expand client networks.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide tailored guidance.
• Design and implement strategies to safeguard assets, income, and long-term security.
• Regularly review and update clients' financial plans and insurance policies.

Skills

Interpersonal communication

Analytical skills

Client relationships

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual - San Francisco is seeking a Financial Advisor with a sports-minded, team-first mindset to help clients achieve financial protection and planning goals. You will build trusted relationships, develop tailored financial strategies, and guide clients toward long-term security.

Join a performance-driven environment that emphasizes teamwork, continuous training, and licensing support to help you grow your advisory practice and expand client networks.