Financial Planner with Athletic Background

Beer Financial Group, Inc.; Oxnard (CA); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc. is actively seeking financial professionals to help clients protect assets and plan for their financial future. You will engage with clients to assess needs, design personalized strategies, and implement plans with ongoing reviews and referrals.

backed by Northwestern Mutual, the role offers strong earnings potential, robust training, mentorship, and opportunities for advancement within a supportive, growth-focused team.

Qualifications

• Bachelor's degree in finance, business, or related discipline required.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide tailored guidance.
• Design and implement strategies to protect assets and achieve financial goals.
• Review and update plans regularly; grow client base through referrals and professional networks.

Skills

Interpersonal comms

Analytical skills

Client relationships

Education

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

Job description

Benefits

• Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Do you have a competitive spirit and a strong passion for teamwork? Channel that drive into an exciting career with Beer Financial Group, a growing network within Northwestern Mutual!

What Sets BFG Apart?

• Top 20 in Diversity & Inclusion, with nationally recognized advisors
• Strong support system: mentoring, expert training, and advanced technology
• Inclusive culture enabling unlimited personal and professional growth
• Income potential, with top first-year advisors earning $150,000+
• Independence, offering flexibility and control over your career path
• Backed by Fortune 500 company Northwestern Mutual, Aaa rated by Moody’s

Meet some of our local team, many who have excelled in athletics:

Mitchell Beer - Managing Partner:

• How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
• Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
• Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

Christopher Ardoin - Financial Advisor, Director of Early Productivity:

• How long with NM? Joined Northwestern Mutual in October 2010.
• Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.
• Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

Rojia Greene - Chief Recruitment Officer:

• How long with NM? Joined Northwestern Mutual in January 2020.
• Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
• Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

Key Responsibilities

Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. We provide the opportunity to earn a substantial first year stipend to support your career transition. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Our growing network office is located:

• Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
• Remote representatives serving Greater Palm Desert, CA
• The expectation is to be in the office at least three days per week

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.