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Personal Finance Advisor

2 weeks ago

Walnut Creek, California, United States Northwestern Mutual Full time

About Us

Northwestern Mutual is a leading provider of financial services, offering a wide range of products and solutions to help clients achieve their financial goals. With over 165 years of experience, we've built a reputation for excellence and integrity.

Our Culture

We value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard.

Job Description

We're seeking a talented and ambitious individual to join our team as a Financial Advisor. As a member of our team, you'll have the opportunity to build a successful career in personal finance and help clients achieve their goals.

Your Responsibilities

  1. Become licensed as a life insurance agent and securities representative within 90 days
  2. Develop a client base through networking and relationship-building
  3. Provide integrated financial plans to clients using expert perspectives and recommendations
  4. Maintain ongoing relationships with clients to review and update their financial goals

What We Offer

  • A competitive compensation package with unlimited earning potential
  • Ongoing training and development opportunities to support your career
  • A supportive and collaborative work environment
  • The chance to make a meaningful impact on clients' lives