Wealth Management - (Sales Role, Training Provided)

Northwestern Mutual; San Diego (CA); On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

401(k)

Flexible spending account

Health insurance

Health savings account

Life insurance

Vision insurance

Leadership Opportunities

Sponsorship of Licensing/Credentialing

Development Stipends

Pension Plan

Job summary

Northwestern Mutual in La Jolla, CA is seeking a Full-Time Financial Advisor who will provide comprehensive planning in areas such as investment and insurance planning. The role emphasizes personal advice tailored to clients' needs, backed by robust training and a supportive network. With opportunities for substantial income and growth, this position is ideal for those looking for an impactful career.

Qualifications

• Strong verbal and written communication skills are essential.
• 3 years of business development or sales experience preferred.
• History of personal and professional success is crucial.

Responsibilities

• Consult with clients to implement financial products and services.
• Provide expert guidance in insurance and investment planning.
• Build and maintain relationships with clients for long-term success.

Skills

Interpersonal skills

Communication skills

Self-motivation

Education

Bachelor's degree

Job description

Direct message the job poster from Northwestern Mutual

Chief of Staff at Northwestern Mutual La Jolla

*Must be in San Diego or willing to relocate to San Diego area.

Our La Jolla, CA office just expanded and moved into new office space. We are growing and looking to add Advisors to the firm!

Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwestern provides all of the training, mentoring, start up costs associated with starting a business.

The role of a Financial Advisor is to help people accomplish their most important financial goals more efficiently. Your role will be to consult with clients and implement the necessary products and services. This career is not based on one-size fits all solutions but rather on a consultative approach to understanding and building relationships with clients. We offer insurance planning, investment planning, estate planning, and business planning.

Our best advisors are career disturbed for one of a few reasons. They want to have a bigger impact, they're capped financially, they want more growth opportunities or they want more control of their life. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

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 that provides the opportunity to improve the lives of people in our community, coupled with substantial income potential.

The Greater Southern California marketplace is the number one marketplace nationally for our company and our office is growing rapidly. Northwestern Mutual emphasizes a developmental culture and we strive to find individuals who are committed to high levels of growth and success in every area of their lives.

Some of our accolades include:

· Fortune 100 Company

· Number one "World's Most Admired" company by Fortune magazine for over 25 years

· Named one of the “50 Best Companies to Sell For” by Selling Power magazine

· Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine

We offer a comprehensive compensation and benefits program which includes:

· Leadership Opportunities

· Sponsorship of Licensing/Credentialing

· Significant Development Stipends

· Two fully funded retirement plans; Pension Plan and 401(k)

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. 3 years sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided.

Job Type: Full-time

Pay: $80,000.00 - $200,000.00 per year

• 401(k)
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Signing bonus
• Monday to Friday

Work setting:

• Hybrid remote
• Office

COVID-19 considerations:

Ability to commute/relocate:

• La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• business development or sales: 3 years (Preferred)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Business Development, and Sales

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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