Associate Financial Advisor

1 month ago

Los Angeles, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply todayCompensation:

$100,000+ at plan yearly

Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial 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
Qualifications:
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A required Bachelor’s degree in business administration, finance, or similarly related field

  • 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 
About Company

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

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