Financial Advisor: Flexible Schedule & Impactful Planning

Beer Financial Group, Inc.

Los Angeles (CA)

Hybrid

USD 85,000 - 150,000

Full time

2 days ago
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Benefits offered by this job

Professional development
First-year stipend
Performance incentives
Mentorship
Flexible schedule
Work-life balance
Marketing resources

Job summary

Northwestern Mutual is seeking a Financial Consultant/Representative to help individuals and businesses achieve financial security through tailored insurance and planning solutions. You will build long-term relationships and provide ongoing guidance to clients.

You will receive strong mentorship, marketing resources, and licensing support as part of a collaborative planning team. Compensation includes a substantial first-year stipend and performance-based incentives, with flexible scheduling and

Qualifications

  • Bachelor's degree preferred; licenses required or training available
  • Strong interpersonal and communication skills; ability to think analytically
  • Ability to build trust and rapport with clients

Responsibilities

  • Client Consultation: Engage with clients to understand goals and concerns
  • Financial Planning: Develop comprehensive plans including investments, insurance, and retirement
  • Insurance Solutions: Recommend and implement insurance strategies to protect assets and income
  • Ongoing Support: Monitor plans and adjust as needed
  • Networking: Build and maintain a client network through referrals and community involvement

Skills

Interpersonal skills
Communication skills
Analytical thinking
Trust-building

Education

Bachelor's degree preferred
Licenses: Series 6, 63 and state licenses (training available)

Job description

Northwestern Mutual is seeking a Financial Consultant/Representative to help individuals and businesses achieve financial security through tailored insurance and planning solutions. You will build long-term relationships and provide ongoing guidance to clients.

You will receive strong mentorship, marketing resources, and licensing support as part of a collaborative planning team. Compensation includes a substantial first-year stipend and performance-based incentives, with flexible scheduling and

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