Financial Advisor: Flexible Schedule & Growth Path

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess comprehensive financial needs, and tailor guidance to achieve protection and planning goals. You will design strategies to safeguard assets and income, and regularly review clients' plans to reflect changes.

The role emphasizes building durable client relationships, licensing requirements, and opportunities for advancement within a supportive team environment.

Qualifications

• Bachelor's degree in finance, business, or a related discipline required.
• Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
• Must obtain state insurance licenses; training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand financial needs and provide tailored guidance.
• Design and implement strategies to protect assets and plan for long-term financial security; regularly review plans and policies and cultivate referrals.

Skills

Interpersonal skills

Communication abilities

Analytical skills

Client relationship building

Education

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

Job description

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess comprehensive financial needs, and tailor guidance to achieve protection and planning goals. You will design strategies to safeguard assets and income, and regularly review clients' plans to reflect changes.

The role emphasizes building durable client relationships, licensing requirements, and opportunities for advancement within a supportive team environment.