Financial Services Professional

1 month ago


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

We are seeking a detail-oriented and organized individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations for products and investments, and identifying new business opportunities.

Responsibilities:

  • Customize financial plans for each client based on their professional and personal circumstances
  • Provide strategic recommendations for products and investments to help clients achieve their financial goals
  • Identify and secure new business opportunities to expand our client base
  • Determine cash flow, income, and financial status to help clients define and achieve their financial objectives

Qualifications:

  • Experience working with financial planning software and CRM systems
  • A Bachelor's degree in finance or a related field
  • Working knowledge of financial products and the financial industry
  • Superior communication and math skills to establish a strong foundation of customer service


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