Wealth Management Consultant

2 weeks ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time
Job Overview

Are you adept at listening and crafting effective, data-driven strategies? We are in search of a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate possesses a strong desire to foster long-term client relationships and a keen interest in financial analytics, estate planning, business management, mutual funds, and more.

If you excel in communication and have a meticulous eye for detail, we encourage you to consider this opportunity.

Compensation:

$70,000 - $170,000 annually

Key Responsibilities:
  • Act as a reliable consultant for new clients acquired through proactive outreach to identify and establish potential prospects.
  • Tailor financial strategies for each client based on their professional circumstances, life stages, and evolving financial requirements.
  • Collaborate directly with clients to develop comprehensive financial profiles, enabling you to provide sound financial guidance based on individual financial situations, income, objectives, and other wealth management factors.
  • Engage as a cooperative team member committed to personal and professional development through ongoing training opportunities.
  • Provide strategic recommendations regarding products, plans, and investments to assist clients in achieving their financial aspirations.
Qualifications:
  • A foundational understanding of the financial advisor role or financial consulting, along with a genuine interest in the financial sector and its products, is essential.
  • Exceptional communication and mathematical abilities, complemented by a proven history of cultivating strong relationships with both existing and prospective clients.
  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Possession of a valid FINRA Series 7 & 63/66 is advantageous but not mandatory.
About Northwestern Mutual Santa Monica

Northwestern Mutual Santa Monica is dedicated to fostering your career growth. Regardless of your current career stage, we are committed to supporting your development—whether through office opportunities or community engagement, we strive to empower you.

At Northwestern Mutual, you benefit from the resources of a large organization while enjoying a progressive culture that may surprise you. We intentionally seek out new team members who challenge us to remain on the right side of history. We believe in hiring intelligent individuals and valuing their insights. Our employees take pride in their workplace, and we are proud to listen and learn from them as we collaboratively shape the future.



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