Financial Planning Specialist

3 weeks ago

Santa Monica, California, United States Northwestern Mutual Full time
Financial Advisor Role at Northwestern Mutual

We are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

Key Responsibilities:
  • Build and Maintain Client Relationships: Develop and maintain long-term relationships with clients by providing financial planning services.
  • Conduct Client Meetings: Conduct client meetings to assess their financial needs, goals, and risk tolerance.
  • Develop Financial Plans: Develop and implement financial plans to help clients achieve their financial objectives.
  • Provide Investment Advice: Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance.
  • Stay Up-to-Date: Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients.
  • Collaborate with Professionals: Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice.
  • Meet with Clients: Meet regularly with clients to review their financial plans and make adjustments as necessary.
  • Generate New Business: Generate new business through networking and referrals.

At Northwestern Mutual, we are committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you will have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.

We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a performance-based compensation role, there is no cap on your earning potential, providing unlimited opportunities for top performers.

Benefits and Compensation:
  • Commission Structure: A commission structure to support early development.
  • Renewable Income: Renewable income to ensure stability and growth.
  • Bonus Programs: Bonus programs and expense allowances to reward performance.
  • Professional Development: Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP, and more.
  • Retirement Package: A retirement package and pension plan to secure your future.
  • Medical and Dental Benefits: Medical, dental, vision, life insurance, and disability income insurance to protect you and your loved ones.
  • Family Planning: Family planning benefits to support your personal and professional goals.

You could be right for this opportunity if you have:

  • A 4-year degree or equivalent professional work experience.
  • Entrepreneurial ambitions and a drive to succeed.
  • A history of success in sales, athletics, military, client services, or client-facing roles.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and the ability to analyze complex financial data.
  • Demonstrated ability to build and maintain client relationships.
  • Excellent time-management skills.
  • A desire for continuous learning and professional growth.
  • Legal authorization to work in the US without sponsorship.

If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position.

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:

  • Fortune 100 company (2023).
  • Forbes' Best Employers for Diversity (2018-2023).
  • Top 10 US Independent Broker-Dealers.
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness.
  • Best Place to Work for LGBTQ+ Equality—Human Rights Campaign Corporate Equality Index (2015-2023).
  • $224 billion in retail investment client assets held or managed.

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