Financial Advisor: Lead, Learn, Grow Your Practice

Northwestern Mutual; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Leadership opportunities

Licensing sponsorship

Development stipends

Two retirement plans

Job summary

Northwestern Mutual’s Scripps Ranch office is expanding its team of Financial Advisors in San Diego County. You will help clients reach their goals by crafting and executing financial plans covering retirement, insurance, investments, estate and business planning, education funding, and employee benefits.

Join a firm that supports you in building your own practice with the backing of a strong network, ongoing training, and mentoring, while offering meaningful income potential and leadership

Qualifications

• Candidates with past success in a sales, business development or client-facing role.
• Open to individuals within San Diego County or those moving to San Diego, CA.

Responsibilities

• Provide expert guidance and innovative financial planning solutions for individuals, families, and businesses across retirement planning, insurance, investments, estate planning, business planning, education funding, and employee benefits.
• Understand clients’ goals to develop holistic financial plans.
• Maintain flexibility to build a personal practice while receiving support from Northwestern Mutual’s network, training, and mentoring.
• Aim to improve clients’ lives in the community while pursuing substantial income potential.

Job description

Northwestern Mutual’s Scripps Ranch office is expanding its team of Financial Advisors in San Diego County. You will help clients reach their goals by crafting and executing financial plans covering retirement, insurance, investments, estate and business planning, education funding, and employee benefits.

Join a firm that supports you in building your own practice with the backing of a strong network, ongoing training, and mentoring, while offering meaningful income potential and leadership