Financial Representative

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

Overview

Financial Advisor - "Choose a Career That Lets You Live Life Differently!"

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.

By joining our team, you'll have access to the following:

• Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP.
• Unique opportunity to pursue leadership and specialized roles.
• An award-winning training program to help you get started.
• Personalized coaching, assistance with market development, and administrative support.
• Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation.
• While you help your clients achieve financial security, Northwestern Mutual will also help you.
• Two company-funded retirement plans.
• Group life and disability income insurance.
• Sponsorship of licensing and designations.
• Personalized mentorship from top-performing advisors.
• Mentorship and professional development training throughout your entire career.
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
• Full financial support for professional designations and professional business growth certifications.
• Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.

Responsibilities

• Identify potential clients with marketing and branding resources provided by NM.
• Schedule appointments and meetings with potential clients.
• Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Make product recommendations to help your clients meet their financial goals.
• Provide ongoing support and service for your clients
• Manage and update client portfolios.
• Answer client questions about financial plans and provide financial advice.

Qualifications

• Bachelor's Degree.
• Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance.
• Strong interpersonal, verbal, and written communication skills.
• Ability to work independently.
• A commitment to ongoing learning, including staying current on financial changes.
• Must complete a background check.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance, Business Development, and Sales

Industries

• Staffing and Recruiting, Public Relations and Communications Services, and Insurance