Wealth Consultant with Military Background

3 weeks ago


Winnetka, California, United States Northwestern Mutual - Calabasas Full time
Unlock Your Potential as a Wealth Consultant

Are you a motivated and ambitious individual with a military background looking to transition into a rewarding career in financial services? Northwestern Mutual - Calabasas is seeking a talented Wealth Consultant to join our team and help us deliver exceptional results for our clients.

About the Role

As a Wealth Consultant, you will play a critical role in helping clients achieve their financial goals through comprehensive insurance solutions. Your responsibilities will include:

  • Evaluating clients' financial needs and goals to recommend appropriate insurance products
  • Developing personalized insurance plans that align with clients' long-term financial strategies
  • Establishing and maintaining strong relationships with clients, providing continuous support and advice as their needs evolve
  • Staying informed about the latest insurance products and industry trends to provide clients with the best options available
  • Ensuring all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards
What We Offer

At Northwestern Mutual - Calabasas, we offer a dynamic and supportive work environment, with opportunities for growth and development. Our team is passionate about helping people achieve financial security, and we're committed to providing the best possible service to our clients.

We offer a competitive compensation package, including a stipend, 401(k) matching, and bonus opportunities based on performance. Our team is dedicated to helping you succeed and achieve your career goals.

Our Culture

Our office is a collaborative and inclusive environment, where everyone contributes equally and is valued for their unique perspectives and skills. We're passionate about teamwork, communication, and continuous learning, and we're committed to creating a positive and supportive work culture.

We're seeking individuals who share our values and are passionate about delivering exceptional results for our clients. If you're a motivated and ambitious individual with a military background looking to transition into a rewarding career in financial services, we encourage you to apply.

We're an equal opportunity employer and welcome applications from diverse candidates. We're committed to creating a workplace that's inclusive, respectful, and supportive of all employees.

Flexible work from home options available.


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