Financial Advisor & Planner — Flexible Schedule & Growth

Northwestern Mutual - San Francisco; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Retirement Benefits

Impact

Job summary

Northwestern Mutual – San Francisco is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, and deliver tailored financial strategies while collaborating with a dedicated planning team. This on-site role offers growth, training, and a supportive culture that values community involvement.

Qualifications

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

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend insurance solutions to protect assets and income.
• Ongoing Support: Monitor and update plans as client needs evolve.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual – San Francisco is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, and deliver tailored financial strategies while collaborating with a dedicated planning team. This on-site role offers growth, training, and a supportive culture that values community involvement.