Financial Advisor - Flexible Schedule, Growth & Training

Northwestern Mutual - Monterey District; Monterey (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual – Monterey District is seeking a Financial Advisor to help clients protect and grow their finances with personalized guidance. You will craft strategies to safeguard assets, review plans regularly, and build a robust client network through referrals and local involvement.

The role emphasizes teamwork, disciplined client service, and ongoing training. A licensing pathway is provided with sponsorship options, supporting your long-term career in financial services.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Experience in insurance/financial services/business development is beneficial but not mandatory.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.
• Willing to obtain state insurance licenses; training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored strategies to safeguard assets and well-being.
• Review and update financial plans and insurance policies as goals change.
• Cultivate a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication abilities

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual – Monterey District is seeking a Financial Advisor to help clients protect and grow their finances with personalized guidance. You will craft strategies to safeguard assets, review plans regularly, and build a robust client network through referrals and local involvement.

The role emphasizes teamwork, disciplined client service, and ongoing training. A licensing pathway is provided with sponsorship options, supporting your long-term career in financial services.