Financial Advisor (sales focused)

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

Our Scripps Ranch firm is growing our team of Financial Advisors.

Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools to help them get there. Choose a career where improving someone else's life is rewarding for both you and them - personally, professionally, and financially.

We are looking for individuals who have had past success in a sales, business development or client facing role. We are not considering applicants outside of San Diego County, unless in the process of moving to San Diego, CA.

We offer a comprehensive compensation and benefits program which includes:

• Leadership Opportunities
• Sponsorship of Licensing/Credentialing
• Significant Development Stipends
• Two fully funded retirement plans

The advisor career with Northwestern Mutual allows one the opportunity to:

• Provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success.
• Maintain flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
• Develop a career with that provides the opportunity to improve the lives of people in our community coupled with substantial income potential.