Financial Advisor — Flexible Schedule, Stipend & Growth

Beer Financial Group, Inc.; Los Angeles (CA); Hybrid; USD 135.000 - 165.000; Vollzeit

Benefits dieser Stelle

Professional development

Sponsorship for licenses

First year stipend

Performance incentives

Mentorship and support

Flexible scheduling

Work-life balance

Community impact

Zusammenfassung

Northwestern Mutual in the Los Angeles area seeks motivated financial advisors to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You'll build long-term client relationships, tailor financial plans covering investments, insurance and retirement, and provide ongoing support with mentoring and sponsorship for advancement, while enjoying flexible scheduling and strong professional development.

Qualifikationen

• Bachelor's degree preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

Communication skills

Analytical thinking

Networking

Ausbildung

Bachelor's degree preferred

Jobbeschreibung

Northwestern Mutual in the Los Angeles area seeks motivated financial advisors to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning.

You'll build long-term client relationships, tailor financial plans covering investments, insurance and retirement, and provide ongoing support with mentoring and sponsorship for advancement, while enjoying flexible scheduling and strong professional development.