Financial Advisor: Uncapped Income & Flexible Schedule

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

Benefits offered by this job

Uncapped income

Calendar control

Licensing sponsorship

Training bonuses

Medical Dental Vision

Retirement plan

Life & disability

HSA/FSA

Job summary

Northwestern Mutual in San Diego is seeking a Financial Advisor to build a client base and deliver holistic financial plans. You will connect with clients, craft plans covering insurance, investments and retirement, and guide them through life events with ongoing relationship management.

The role emphasizes entrepreneurship and ethical service, with an extensive training platform and compensation package designed to support new career changers entering financial services.

Qualifications

• BA/BS degree preferred.
• Prior sales or business experience preferred with a track record of success.
• Extensive training platform provided; no prior financial services experience required.

Responsibilities

• Grow your client base by making new connections and maintaining referrals.
• Build personalized financial plans including insurance, investments, retirement and education planning.
• Manage client plans to help them reach long-term goals.
• Develop relationships to support clients through life stages.

Skills

Sales experience

Self-motivation

Ethics

Education

BA/BS degree

Job description

Northwestern Mutual in San Diego is seeking a Financial Advisor to build a client base and deliver holistic financial plans. You will connect with clients, craft plans covering insurance, investments and retirement, and guide them through life events with ongoing relationship management.

The role emphasizes entrepreneurship and ethical service, with an extensive training platform and compensation package designed to support new career changers entering financial services.