Financial Advisor: Flexible Schedule + Growth Path

Northwestern Mutual; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Retirement Benefits

Impact

Job summary

Northwestern Mutual in San Francisco is seeking professionals to transition strong business development and client-facing experience into a rewarding financial services career. You will educate clients on financial planning and insurance options, provide excellent service, and collaborate with a local team to guide families toward financial security.

Your background in building relationships and delivering tailored solutions will support clients through every stage of their financial journey,

Qualifications

• Strong communication and interpersonal skills required.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Client-facing skills

Relationship building

Negotiation

Communication

Job description

Northwestern Mutual in San Francisco is seeking professionals to transition strong business development and client-facing experience into a rewarding financial services career. You will educate clients on financial planning and insurance options, provide excellent service, and collaborate with a local team to guide families toward financial security.

Your background in building relationships and delivering tailored solutions will support clients through every stage of their financial journey,