Financial Advisor - Growth, Flex Schedule, Bonus

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Bonus based on performance

Training & development

Company parties

Opportunity for advancement

Job summary

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored strategies for protection and growth. The role emphasizes ongoing plan reviews, referrals, and community involvement to build a robust client base.

Candidates should have a finance/business background, strong communication, and interpersonal skills, with licensing training provided by Northwestern Mutual.

Qualifications

• Bachelor's degree preferred in finance, business or related discipline.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships.
• Willingness to obtain state insurance licenses; training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored financial strategies to protect assets and secure client futures.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals, community involvement and professional associations.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored strategies for protection and growth. The role emphasizes ongoing plan reviews, referrals, and community involvement to build a robust client base.

Candidates should have a finance/business background, strong communication, and interpersonal skills, with licensing training provided by Northwestern Mutual.