Financial Advisor: Flexible Schedule & Earning Potential

Beer Financial Group, Inc.; Bakersfield (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc. in Woodland Hills, CA, affiliated with Northwestern Mutual, is seeking a motivated financial advisor to join our expanding team.

You will engage clients to assess their financial protection and planning needs and tailor personalized strategies. You will benefit from mentoring, comprehensive training, and access to advanced tools, with a compensation structure featuring performance incentives and an opportunity for a substantial first-year stipend.

Qualifications

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

Responsibilities

• Engage clients to understand financial needs and propose tailored plans.
• Design strategies to protect assets, income, and long-term security.
• Review plans regularly and grow client networks through referrals.

Skills

Interpersonal skills

Analytical skills

Client relationships

Education

Bachelor's degree in finance, business, or related discipline

Job description

Beer Financial Group, Inc. in Woodland Hills, CA, affiliated with Northwestern Mutual, is seeking a motivated financial advisor to join our expanding team.

You will engage clients to assess their financial protection and planning needs and tailor personalized strategies. You will benefit from mentoring, comprehensive training, and access to advanced tools, with a compensation structure featuring performance incentives and an opportunity for a substantial first-year stipend.