Financial Planner

4 weeks ago


Santa Monica, United States Northwestern Mutual Santa Monica Full time
Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today

Responsibilities

•Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications

•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Valid FINRA Series 7 & 63/66 preferred but not required
•A required Bachelor's degree in business administration, finance, or similarly related field
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
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