Financial Advisor: Flexible Schedule & High Impact

Beer Financial Group, Inc.; Santa Monica (CA); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Stipend

Retirement plan

Bonus based on performance

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement

Training & development

Vision insurance

Descripción de la vacante

Beer Financial Group (BFG), part of Northwestern Mutual, is hiring financial advisors in the Greater Los Angeles area. You’ll help individuals and businesses achieve financial security through personalized planning, insurance solutions, and ongoing client service.

Join a growth‑oriented team with mentoring, training, and a path to financial independence. Expect a hybrid work model with in‑person office days in Woodland Hills and remote support for wider markets.

Formación

• Bachelor's degree in a related field preferred.
• Strong communication and interpersonal skills.
• Ability to build trust and rapport with clients.

Responsabilidades

• Client Attraction/Development: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Conocimientos

Interpersonal skills

Communication

Analytical thinking

Client relationships

Educación

Bachelor's degree preferred

Descripción del empleo

Beer Financial Group (BFG), part of Northwestern Mutual, is hiring financial advisors in the Greater Los Angeles area. You’ll help individuals and businesses achieve financial security through personalized planning, insurance solutions, and ongoing client service.

Join a growth‑oriented team with mentoring, training, and a path to financial independence. Expect a hybrid work model with in‑person office days in Woodland Hills and remote support for wider markets.