Financial Advisor: Flexible Schedule, High Impact Growth

Beer Financial Group, Inc.

Santa Monica (CA)

Hybrid

USD 120,000 - 180,000

Full time

2 days ago

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Benefits offered by this job

Professional development

First-year stipend

Performance incentives

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual, a Fortune 500 company, is seeking a Financial Consultant/Representative to join its Santa Monica area team. You will build long-term client relationships, design personalized financial plans, and provide ongoing support across investments, insurance, and retirement strategies.

The role offers comprehensive mentorship, sponsorship for certifications, and a strong focus on client education.

Qualifications

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training available).

Responsibilities

Client Consultation: Engage with clients to understand their 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.