Wealth Advisor: High-Impact, Flexible Schedule, Remote

Beer Financial Group, Inc.; Oxnard (CA); Híbrido; USD 135.000 - 165.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Descripción de la vacante

Beer Financial Group, Inc. is recruiting Northwestern Mutual–aligned financial advisors to help clients achieve financial security through personalized planning and ongoing education.

You will build long-term relationships, understand client needs, and tailor insurance, investment, and retirement strategies with strong mentorship and cutting-edge tools. Join an inclusive, growth-oriented team in California with in-person collaboration at least three days a week and remote support for broader

Formación

• Education: a bachelor's degree is preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and relationship-building abilities.

Responsabilidades

• Attract and develop clients with a focus on financial goals and needs.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend appropriate insurance solutions to protect client assets and income.
• Provide ongoing support and monitor plans with regular updates.
• Build and maintain a client network through referrals and professional associations.

Conocimientos

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Educación

Bachelor's degree preferred

Descripción del empleo

Beer Financial Group, Inc. is recruiting Northwestern Mutual–aligned financial advisors to help clients achieve financial security through personalized planning and ongoing education.

You will build long-term relationships, understand client needs, and tailor insurance, investment, and retirement strategies with strong mentorship and cutting-edge tools. Join an inclusive, growth-oriented team in California with in-person collaboration at least three days a week and remote support for broader