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Financial Advisor

2 months ago

Long Beach, United States Northwestern Mutual Full time

Financial Representative/Wealth Management Advisor

Financial Representatives at Northwestern Mutual Long Beach help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis


As a Northwestern Mutual Financial Representative:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.


Compensation & Benefits

· Commission structure to support early development

· Renewable income

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning


You could be right for this opportunity if you have:

· 4-year degree; or equivalent professional work experience

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning

· Legal authorization to work in the US without sponsorship


Are you ready to change your life and the lives of your clients? Apply now

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes


Why join Northwestern Mutual:

· #90, Fortune 100 company (2021)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 10 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Job Types: Full-time, Contract


Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Physical setting:

  • Office

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Application Question(s):

  • Are you willing to undergo a background check?
  • Are you willing to get your California Life and Health Certification?

Education:

  • Bachelor's (Required)

Experience:

  • Financial concepts: 1 year (Preferred)

Language:

  • English (Required)

Ability to Commute:

  • Long Beach, CA 90802 (Required)

Work Location: Hybrid remote in Long Beach, CA 90802