Remote Financial Advisor with Flexible Hours & Growth

The Fadil Group; Torrance (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Professional Development

Work-Life Balance

Job summary

The Fadil Group seeks a Financial Advisor in Torrance, California, part of Northwestern Mutual's team to help individuals and businesses achieve their financial goals through tailored insurance solutions and financial planning. Responsibilities include client consultations, developing financial plans, recommending insurance strategies, and ongoing support. A Bachelor's Degree is preferred, and experience in related fields is a plus. The position offers flexible work options, performance bonuses, health and dental insurance, and training opportunities.

Qualifications

• Previous experience in sales, financial services, insurance, or business development is beneficial but not required.
• Must obtain necessary licenses, with training and sponsorship available.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Strong interpersonal and communication skills

Analytical thinking

Ability to build trust and rapport with clients

Education

Bachelor's Degree or military equivalent

Tools

Series 6 and 63 licenses

Job description

The Fadil Group seeks a Financial Advisor in Torrance, California, part of Northwestern Mutual's team to help individuals and businesses achieve their financial goals through tailored insurance solutions and financial planning. Responsibilities include client consultations, developing financial plans, recommending insurance strategies, and ongoing support. A Bachelor's Degree is preferred, and experience in related fields is a plus. The position offers flexible work options, performance bonuses, health and dental insurance, and training opportunities.