Financial Advisor: Flexible Schedule & Advancement

Northwestern Mutual; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship Support

Work-Life Balance

Retirement Benefits

Community Impact

Job summary

Northwestern Mutual in San Francisco is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and tailor financial strategies.

The role emphasizes advisory excellence, licensing sponsorship, and collaboration with a dedicated planning team to deliver results while balancing work-life and career development.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills to build client relationships.
• Licenses such as Series 6, 63 and state insurance licenses; training and sponsorship available.

Responsibilities

• Engage with clients to understand financial goals, needs, and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and adjust plans as life circumstances change.
• Grow a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

Tools

Series 6 License

Series 63 License

State Insurance Licenses

Job description

Northwestern Mutual in San Francisco is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and tailor financial strategies.

The role emphasizes advisory excellence, licensing sponsorship, and collaboration with a dedicated planning team to deliver results while balancing work-life and career development.