Wealth Advisor: Flexible Schedule, Growth & Impact

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual's Walnut Creek office is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand their needs, and provide tailored financial strategies, with support from a dedicated planning team and ongoing development opportunities.

Qualifications

• Bachelor's degree preferred; relevant financial services background beneficial but not required.
• Strong interpersonal and communication skills essential.
• Ability to develop trusted relationships with clients.

Responsibilities

• Consult with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Explain insurance solutions and tailor strategies for protection.
• Provide ongoing support and adjust plans as circumstances change.
• Build and maintain a network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual's Walnut Creek office is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand their needs, and provide tailored financial strategies, with support from a dedicated planning team and ongoing development opportunities.