Financial Representative

Northwestern Mutual; Santa Monica (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Commission structure to support early development

Renewable income

Bonus programs

Medical, Dental, Vision Insurance

Retirement Package and Pension Plan

Job summary

A leading financial services firm in Santa Monica is seeking a motivated Financial Advisor to provide comprehensive financial planning services. You’ll develop client relationships, assess financial needs, and implement strategies to help achieve their objectives. Ideal candidates possess strong communication skills and a 4-year degree or equivalent experience. This position offers a competitive commission structure, renewable income, and various benefits.

Qualifications

• History of success in sales, athletics, military, client services, or client-facing roles.
• Demonstrated ability to build and maintain client relationships.
• Desire for continuous learning.

Responsibilities

• Build and maintain long-term relationships with clients by providing financial planning services.
• Conduct client meetings to assess their financial needs.
• Generate new business through networking and referrals.

Skills

Sales experience

Excellent communication skills

Attention to detail

Education

4-year degree or equivalent experience

Job description

Overview

Our district office in Santa Monica, CA is seeking a highly motivated and driven Financial Advisor to join Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

Responsibilities

• Build and maintain long-term relationships with clients by providing financial planning services
• Conduct client meetings to assess their financial needs, goals, and risk tolerance
• Develop and implement financial plans to help clients achieve their financial objectives
• Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
• Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
• Meet regularly with clients to review their financial plans and make adjustments as necessary
• Generate new business through networking and referrals

Compensation and Benefits

• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Qualifications

• 4-year degree; or equivalent professional work experience
• History of success in sales, athletics, military, client services, or client-facing roles
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to analyze complex financial data
• Demonstrated ability to build and maintain client relationships
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Awards and Recognitions

• Fortune 100 company (2023)
• Forbes' Best Employers for Diversity (2018-2023)
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index (2015-2023)
• $224 billion (retail investment client assets held or managed)

Job Details

• Employment type: Full-time
• Seniority level: Not Applicable

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