Strategic Financial Advisor: Build Plans, Grow Wealth

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

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.