Financial Advisor Trainee - Flexible & Remote Growth

Salinas Financial Group; Manhattan Beach (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Manhattan Beach, CA seeks a Financial Representative to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You will build long-term client relationships and provide personalized financial guidance.

Join a growth‑focused team that emphasizes mentorship, ongoing training, and community impact. The role offers sponsorship for licenses and professional development, with a clear path to advancement and meaningful service.

Qualifications

• A bachelor's degree is preferred.
• Experience in financial services or sales is beneficial but not required.
• Strong interpersonal, communication, and analytical skills; ability to build client trust.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Manhattan Beach, CA seeks a Financial Representative to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You will build long-term client relationships and provide personalized financial guidance.

Join a growth‑focused team that emphasizes mentorship, ongoing training, and community impact. The role offers sponsorship for licenses and professional development, with a clear path to advancement and meaningful service.