Financial Advisor

4 weeks ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time
Unlock Your Potential as a Financial Advisor

Are you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.

Key Responsibilities:
  • Develop and implement customized financial plans for clients based on their unique needs and circumstances
  • Provide expert guidance on investment strategies, estate planning, and business administration
  • Identify and secure new clients to serve as trusted advisors for critical financial decisions
  • Analyze financial data to help clients achieve their objectives
Requirements:
  • Bachelor's degree in finance, business administration, or a related field
  • Proficiency in Microsoft Office, Excel, and CRM systems
  • Working knowledge of financial products and the financial industry
  • Excellent communication and math skills

As a Financial Advisor at Northwestern Mutual Santa Monica, you'll have the opportunity to work with a talented team and make a meaningful impact on people's lives. If you're motivated, organized, and passionate about helping others, we encourage you to apply for this exciting opportunity.



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