Financial Advisor Trainee: Licensing, Mentorship & Growth

Northwestern Mutual; San Jose (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Sponsorship for Life and Health licensure

Award-winning training program

Personalized mentorship

Group life and disability insurance

Performance-based compensation including bonuses

Job summary

A leading financial services company is seeking an Entry-level Financial Advisor in San Jose, CA. This role involves identifying potential clients, creating financial strategies, and providing support. Candidates should have a Bachelor's Degree and strong communication skills. The position offers mentorship, training, and performance-based compensation, making it a perfect starting point for a successful career in finance.

Qualifications

• Located in the San Jose, CA, area.
• A commitment to ongoing learning on financial changes is essential.
• Must complete a background check.

Responsibilities

• Identify potential clients with marketing resources provided by NM.
• Schedule appointments and meetings with potential clients.
• Create strategies for clients in insurance and investment.
• Provide ongoing support and manage client portfolios.

Skills

Strong interpersonal skills

Verbal communication skills

Written communication skills

Ability to work independently

Education

Bachelor's Degree

Job description

A leading financial services company is seeking an Entry-level Financial Advisor in San Jose, CA. This role involves identifying potential clients, creating financial strategies, and providing support. Candidates should have a Bachelor's Degree and strong communication skills. The position offers mentorship, training, and performance-based compensation, making it a perfect starting point for a successful career in finance.