Financial Planner | Flexible Schedule, High Earn Potential

Beer Financial Group, Inc.; Oxnard (CA); Hybrid; USD 100,000 - 200,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc., a Northwestern Mutual growing network, seeks a results-driven financial advisor. You will engage clients to assess needs, design wealth protection plans, and guide them toward long-term financial security.

In this hybrid role based in California, you will work with a support team, training, and sponsorship for licenses; top earners exceed six figures in their first year. Be part of an inclusive, mentor-rich environment.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and the capability to build lasting client relationships.
• License requirements may be pursued with provided training and sponsorship.

Responsibilities

• Engage with clients to understand their financial needs and provide guidance.
• Design and implement tailored strategies to protect assets and plan for long-term security.
• Regularly review and update clients' financial plans and insurance policies, expanding the client base.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationships

Education

Bachelor's degree in finance, business, or related discipline

Job description

Beer Financial Group, Inc., a Northwestern Mutual growing network, seeks a results-driven financial advisor. You will engage clients to assess needs, design wealth protection plans, and guide them toward long-term financial security.

In this hybrid role based in California, you will work with a support team, training, and sponsorship for licenses; top earners exceed six figures in their first year. Be part of an inclusive, mentor-rich environment.