Financial Planning Advisor — Flexible, High Earning Potential

Beer Financial Group, Inc.; Los Angeles (CA); Hybrid; USD 120,000 - 180,000; 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 seeking motivated individuals to engage clients and deliver comprehensive financial guidance within the Northwestern Mutual network.

You will craft personalized strategies to protect assets and plan for future security while building a broad client base. The role offers mentorship, ongoing training, and a path to substantial first-year earnings, with licensed sponsorship opportunities and support from a seasoned planning team.

Qualifications

• We prefer candidates with a bachelor's degree in finance, business, or a related discipline.
• Prior experience in insurance, financial services, or business development is beneficial, but not mandatory.
• 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.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income, and financial well-being.
• Regularly review and update clients' financial plans and insurance policies to reflect changes.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree in finance or business

Job description

Beer Financial Group, Inc. is seeking motivated individuals to engage clients and deliver comprehensive financial guidance within the Northwestern Mutual network.

You will craft personalized strategies to protect assets and plan for future security while building a broad client base. The role offers mentorship, ongoing training, and a path to substantial first-year earnings, with licensed sponsorship opportunities and support from a seasoned planning team.