Remote Financial Advisor — Growth, Mentorship & Impact

Beer Financial Group, Inc.; Santa Monica (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

Advancement

Training & development

Vision insurance

Job summary

Beer Financial Group, Inc. recruits professionals to help clients achieve financial security through personalized insurance solutions and comprehensive planning.

As a Financial Consultant/Representative, you’ll build long-term relationships, deliver tailored financial plans, and work with a supportive team within Northwestern Mutual, a Fortune 500 company, providing mentorship, licensing support, and ongoing development to grow your practice.

Qualifications

• Education: a bachelor’s degree is preferred.
• Experience: previous experience in financial services or business development is beneficial but not required.
• Skills: strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

Tools

Licenses: Series 6, 63, and state insurance licenses

Job description

Beer Financial Group, Inc. recruits professionals to help clients achieve financial security through personalized insurance solutions and comprehensive planning.

As a Financial Consultant/Representative, you’ll build long-term relationships, deliver tailored financial plans, and work with a supportive team within Northwestern Mutual, a Fortune 500 company, providing mentorship, licensing support, and ongoing development to grow your practice.