Financial Advisor - Flexible Schedule & Growth

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); Presencial; USD 65.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Professional development

Income potential with incentives

Mentorship

Work-life balance

Retirement benefits

Descripción de la vacante

Northwestern Mutual's Walnut Creek office is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand unique needs, and provide tailored financial guidance.

The role emphasizes comprehensive planning, ongoing support, and collaboration with a dedicated team.

Formación

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Licenses such as Series 6, 63 and state licenses may be sponsored.

Responsabilidades

• Client consultations to understand goals and needs.
• Develop financial plans including investments, insurance, and retirement.
• Recommend insurance strategies to protect assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Network to build a client base through referrals and associations.

Conocimientos

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Educación

Bachelor's degree

Licenses: Series 6, Series 63, state licenses

Descripción del empleo

Northwestern Mutual's Walnut Creek office is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand unique needs, and provide tailored financial guidance.

The role emphasizes comprehensive planning, ongoing support, and collaboration with a dedicated team.