Current jobs related to Investment Consultant with Financial Expertise - San Diego, California - Northwestern Mutual
-
Investment Consultant with Expertise
3 weeks ago
San Diego, California, United States Northwestern Mutual Full timeUnlock Your Potential as an Investment ConsultantAt Northwestern Mutual, we're committed to helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. As an Investment Consultant, you'll play a key role in building long-term relationships with clients, understanding their unique needs,...
-
Investment Consultant with Financial Expertise
2 weeks ago
San Diego, California, United States Northwestern Mutual Full timeFinancial Planning Specialist with Northwestern Mutual**About the Role**As a Financial Planning Specialist with Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients,...
-
Investment Consultant
4 weeks ago
San Diego, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining exposure and experience required to advance in this challenging space.You'll learn what it takes to...
-
Senior Investment Researcher
3 weeks ago
San Diego, California, United States Voya Financial Full timeJob SummaryWe are seeking a highly skilled Senior Investment Researcher to join our team at Voya Financial. As a Senior Investment Researcher, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.The ideal candidate will...
-
Investment Consultant
2 weeks ago
San Diego, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Learn and grow within our Branch...
-
Senior Investment Analyst
3 weeks ago
San Diego, California, United States Voya Financial Full timeAbout the RoleWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. As a key member of our research team, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce...
-
Financial Planning Expert
3 weeks ago
San Diego, California, United States Root Financial Partners Full timeCompany OverviewRoot Financial Partners is a rapidly growing Registered Investment Advisor (RIA) dedicated to empowering individuals to achieve their financial goals. Our mission is to provide exceptional financial planning and investment services, guided by a human-first approach that prioritizes clients' needs and aspirations.Role SummaryWe are seeking a...
-
Senior Investment Researcher
2 weeks ago
San Diego, California, United States Voya Financial Full timeJob SummaryWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. The ideal candidate will have a strong background in financial research, with a focus on fixed income and credit analysis.Key ResponsibilitiesConduct in-depth research on fixed income and credit markets to identify investment opportunities.Develop and maintain a...
-
Investment Consultant
2 months ago
San Diego, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab in Rancho Bernardo, CA. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment products and services.Key...
-
Senior Financial Analyst
4 weeks ago
San Diego, California, United States Voya Financial Full timeAbout the RoleVoya Financial is seeking a highly skilled Senior Analyst to join our team. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the team...
-
Senior Investment Researcher
3 weeks ago
San Diego, California, United States Voya Financial Full timeWe are seeking a highly motivated and experienced Senior Investment Researcher to join our team at Voya Financial. As a key member of our research team, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key...
-
Financial Services Professional
3 weeks ago
San Diego, California, United States ATX Financial Group Full timeJob OverviewATX Financial Group is seeking a skilled Financial Services Professional to join our team. In this role, you will work with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs and goals.Develop and...
-
Senior Counsel, Alternative Investments
3 weeks ago
San Diego, California, United States LPL Financial Full timeSenior Counsel, Alternative InvestmentsLPL Financial is seeking a seasoned attorney to join our legal team as Senior Counsel, Alternative Investments. This role will focus on contracting for the firm's alternative investment offerings, including hedge funds, private credit funds, private equity funds, REITs, qualified opportunity zone funds, and other...
-
Financial Consultant
1 month ago
San Francisco, California, United States Melius Consulting, LLC Full timeUnlock Your Potential with a Flexible Part-Time Financial Consulting RoleAbout Us:Melius Consulting, LLC is a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financial strategies that empower individuals to secure their financial...
-
Financial Consultant
3 weeks ago
San Jose, California, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...
-
Financial Consultant
4 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial planning and investment advice to our clients. You will work closely with clients to understand their financial goals and develop personalized investment strategies to help...
-
Financial Planning Consultant
3 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob Title: Financial Planning ConsultantAre you looking for a challenging and rewarding career in financial planning? Do you have a passion for helping individuals and families achieve their financial goals? We are seeking a highly motivated and experienced Financial Planning Consultant to join our team at Fidelity Investments.About the RoleAs a Financial...
-
Financial Consultant
3 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment solutions to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial goals and...
-
Financial Consultant
3 weeks ago
San Jose, California, United States Fidelity Investments Full timepbJob Description:/b/ppbrbrAt Fidelity Investments, we're seeking a skilled bFinancial Consultant/b to join our team. As a Financial Consultant, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand./ppbrbrbThe Purpose of Your Role/b/ppbrbrWorking in our Investor Center,...
-
Financial Consultant
3 weeks ago
San Francisco, California, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs...
Investment Consultant with Financial Expertise
2 months ago
As an Investment Consultant at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
2+ years of full-time work experience (either related to or not related to Financial Services) following the completion of your education.
A bachelor's degree in finance, business, or a related field is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Benefits- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Average of Career Advisors (5+ years): $500K annually.
Top 25%: $1M annually.
Top 10%: $2.2M annually.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Thomas Stewart is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
