Financial Services Professional

4 days ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time
About the Job

We are seeking a Financial Representative to join our team in Santa Monica. In this role, you will be responsible for developing and implementing customized financial plans for our clients. If you have a passion for helping others achieve financial security, we want to hear from you

Key Responsibilities
  • Create personalized financial plans for each client based on their unique needs and goals
  • Communicate effectively with clients to understand their financial objectives
  • Maintain strong relationships with clients through regular follow-up and support
Requirements
  • Bachelor's degree in finance, business administration, or a related field (recommended)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
Compensation Package

$60,000 - $200,000 per year, depending on experience and performance



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