Financial Advisor | Flexible Schedule & Remote Options

Beer Financial Group, Inc.; Oxnard (CA); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Professional Development

First-year stipend

Performance incentives

Mentorship

Work-life balance

Flexible schedule

Community impact

Job summary

Northwestern Mutual in Milwaukee, WI is seeking motivated Financial Advisors to join a team that helps individuals and businesses achieve financial goals through personalized insurance solutions and planning. Build long-term client relationships and tailor financial strategies.

This role offers extensive training and mentorship, licensing sponsorship for Series 6/63 and state insurance licenses, a strong first-year earning potential, and a flexible hybrid schedule with in-office collaboration at

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 and sponsorship available).

Responsibilities

• Client Attraction/Development: 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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

Insurance licenses

Job description

Northwestern Mutual in Milwaukee, WI is seeking motivated Financial Advisors to join a team that helps individuals and businesses achieve financial goals through personalized insurance solutions and planning. Build long-term client relationships and tailor financial strategies.

This role offers extensive training and mentorship, licensing sponsorship for Series 6/63 and state insurance licenses, a strong first-year earning potential, and a flexible hybrid schedule with in-office collaboration at