Junior Wealth Management Consultant

1 week ago

Los Angeles, California, United States Northwestern Mutual Full time
Job Overview

Our organization is experiencing significant growth, and we are seeking a motivated individual to fill the role of an entry-level financial consultant. The perfect candidate will possess a strong desire to master the intricacies of financial services essential for proficient wealth management, assisting our clients in reaching their financial aspirations.

Compensation:

$100,000+ at plan annually

Key Responsibilities:
  • Engage directly with clients to develop comprehensive financial profiles, enabling you to offer informed financial guidance tailored to each individual's unique financial situation, income, objectives, and other relevant factors influencing wealth management.
  • Adopt the mindset of a structured yet adaptable team member, willing to embrace ongoing education and mentorship from colleagues.
  • Design personalized financial strategies for each client, considering their professional circumstances, life stages, and changing financial requirements.
  • Identify and cultivate strong relationships with prospective clients, establishing yourself as their trusted financial consultant.
  • Deliver strategic insights regarding products, plans, investments, and other avenues to assist clients in achieving their financial objectives.
Qualifications:
  • Familiarity with essential software applications, including Microsoft Office, financial planning tools, Google Suite, CRM systems, and similar platforms is required.
  • Outstanding mathematical, communication, and interpersonal skills to ensure exceptional service for both existing and potential clients.
  • Basic understanding of financial industry principles, products, and the role of a financial consultant is preferred.
  • Current FINRA Series 7 & 63/66 certifications are advantageous.
  • A Bachelor's degree in business administration, finance, or a related field is mandatory.
  • A four-year degree or equivalent professional experience is acceptable.
  • Entrepreneurial spirit and ambition.
  • Proven track record in sales, athletics, military service, client services, or roles involving direct client interaction.
  • Excellent time management abilities.
  • Commitment to continuous professional development.
  • Legal eligibility to work in the US without sponsorship.
About Northwestern Mutual

For over 160 years, we have empowered our clients to lead fulfilling lives through comprehensive and innovative financial planning. We merge the expertise of our financial professionals with a personalized digital experience and industry-leading products, equipping our clients to successfully navigate their financial journeys.

Our customized approach encompasses various financial strategies—insurance, investments, and annuities—designed to complement one another, ensuring our clients remain consistently on track to achieve their goals. We are committed to providing unmatched financial strength and access to premier products and services for our clients.

Our Financial Representatives are esteemed partners and proud business owners. We foster an inclusive environment where diverse perspectives contribute to our collective success.

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