Financial Planner

4 weeks ago


Santa Monica, California, United States Northwestern Mutual Full time
Financial Advisor Opportunity

At Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll play a critical role in providing personalized financial guidance and support to our clients.

Key Responsibilities:
  • Build and maintain long-term relationships with clients by providing tailored financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they're aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Meet regularly with clients to review their financial plans and make adjustments as necessary
  • Generate new business through networking and referrals
What We Offer:
  • Competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth
  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning
Requirements:
  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to analyze complex financial data
  • Demonstrated ability to build and maintain client relationships
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.

We're a Fortune 100 company, recognized for our commitment to diversity and inclusion. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management.



  • Santa Clara, California, United States Priority Financial Group Full time

    Financial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Financial Planner

    4 weeks ago


    Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their...


  • Santa Clarita, California, United States Knowles Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Material Planner to join our team at Knowles Corporation. As a key member of our supply chain team, you will be responsible for planning and managing material requirements to meet production needs.Key ResponsibilitiesReview new customer orders and production planning to prioritize material...


  • Santa Rosa, California, United States WealthSpring Full time

    About WealthSpringWealthSpring is a fee-only Registered Investment Adviser firm that offers cutting-edge financial planning and investment management services. As we expand our business and work with more sophisticated clientele, we are looking forward to soon adding additional services such as tax and legal. With offices in five locations in California,...


  • Santa Clarita, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized advice and guidance.We are seeking a...


  • Santa Fe Springs, California, United States Jobot Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Permanent Production Planner to join our finance team. This is an exciting opportunity for someone with a strong background in finance and a keen interest in the coordination of production processes.Key ResponsibilitiesDevelop and implement production plans and schedules to ensure optimal use of...


  • Santa Fe Springs, California, United States Jobot Full time

    Job SummaryJobot is seeking a dynamic and detail-oriented Permanent Production Planner to join our finance team. This is an exciting opportunity for someone with a strong background in finance and a keen interest in the coordination of production processes.Key ResponsibilitiesDevelop, implement, and manage production plans and schedules to ensure optimal use...

  • RN Clinical Liaison

    4 weeks ago


    Santa Clara, California, United States Gentiva Full time

    About GentivaGentiva is a leading provider of hospice, palliative, and personal care services, with a presence in 36 states and over 430 locations. Our mission is to deliver compassionate care to those in need, supporting patients and their families through the challenges of serious illness or terminal diagnosis.Job SummaryWe are seeking a highly skilled RN...

  • RN Clinical Liaison

    3 weeks ago


    Santa Clara, California, United States Gentiva Full time

    About the Role:Gentiva is seeking a compassionate and empathetic RN Clinical Liaison to join our team. As a key member of our hospice care team, you will be responsible for educating healthcare professionals about our services and providing end-of-life solutions with clinical excellence, compassion, and dignity.Key Responsibilities:Ensure effective and...

  • Intake Coordinator

    4 weeks ago


    Santa Barbara, California, United States VNA Health Full time

    About UsVNA Health is a leading healthcare provider dedicated to revolutionizing healthcare through compassion and innovation. Our mission is to prioritize every individual's well-being, empowering our employees to make a real difference in the lives of our patients and communities.Why Join UsCompetitive compensation: $25 - 28.50 hourlyGenerous Paid Time Off...

  • Intake Coordinator

    4 weeks ago


    Santa Barbara, California, United States VNA Health Full time

    About VNA HealthVNA Health is a leading healthcare provider dedicated to revolutionizing healthcare through compassion and innovation. Our mission is to prioritize every individual's well-being and empower our employees to make a real difference in the lives of our patients and communities.Why Work with UsCompetitive compensation: $25 - 28.50 hourlyGenerous...


  • Santa Clara, California, United States NVIDIA Full time

    Job SummaryNVIDIA is a leader in the field of artificial intelligence, and we are seeking a highly skilled Supply Chain Planner and Analyst to join our team. As a key member of our Supply Planning organization, you will be responsible for providing supply response and creating build plans to meet our financial forecasts.We are looking for a self-motivated...

  • Discharge Planner

    2 weeks ago


    Santa Rosa, United States Wellpath Full time

    Compensation Range: $38.54 - $38.54 / hourYou Matter:• Make a difference every day in the lives of the underserved• Join a mission driven organization with a people first culture• Excellent career growth opportunitiesJoin us and find a career that supports:• Caring for overlooked, underserved, and vulnerable patients• Diversity, equity, inclusion,...

  • Production Planner

    1 month ago


    Santa Fe Springs, United States Jobot Full time

    Job DescriptionJob DescriptionLeading ManufacturerThis Jobot Job is hosted by: Milan KacarAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $50,000 - $75,000 per yearA bit about us:Leading Manufacturer in Santa Fe Springs, CAWhy join us? 85% employee paid and 50% dependent paid medical. 401K eligibility to...


  • Santa Anita, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...


  • Santa Ana, United States Providence Full time

    Speech Language Pathologist at Sea Crest Home Health and Hospice-Costa Mesa Schedule : Part Time, 24hrs/week  Areas Covered: Irvine, Anaheim, Brea, Costa Mesa, Fullerton, Huntington, Orange, Santa Ana, Tustin, Westminster, Yorba Linda Job description: The practice of speech-language pathology shall include assessment, treatment, planning,...


  • Santa Ana, United States HNTB Full time

    What We're Looking For The time is right to join HNTB’s growing Design Build (DB) Organization! We are seeking candidates for a DB Project Design Director position with demonstrated experience on fast-paced transportation infrastructure projects. This Design Director role is a key member of DB project leadership teams responsible for accomplishing...


  • Santa Barbara, United States VNA Health Full time

    About Us: At VNA Health, our mission is to revolutionize healthcare through compassion and innovation, ensuring every individual's well-being is prioritized. We're dedicated to empowering our employees to make a real difference in the lives of our patients and communities, driving positive change in healthcare. Join us in our mission to provide exceptional...

  • RN Clinical Liaison

    3 months ago


    Santa Clara, United States Heartland Hospice Full time

    Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe that better care for...

  • RN Clinical Liaison

    3 months ago


    Santa Clara, United States Heartland Hospice Full time

    Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe that better care for...


  • Santa Clara, United States Heartland Hospice Full time

    Our Company Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe that better care for caregivers...

  • Store General Manager

    3 weeks ago


    Santa Maria, CA, United States Petco Full time

    Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents and Petco partners. We are 29,000 strong and operate 1,500+ pet care centers in the U.Mexico and Puerto Rico, including 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. in order to develop a...


  • Santa Maria, CA, United States Petco Full time

    Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents and Petco partners. We are 29,000 strong and operate 1,500+ pet care centers in the U.Mexico and Puerto Rico, including 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. in order to develop a...

  • Store General Manager

    4 weeks ago


    Santa Maria, United States Petco Full time

    Create a healthier, brighter future for pets, pet parents and people!If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you.Our core values capture that spirit as we work to improve lives by doing what's right for pets, people and our planet. We love all...

  • Intake Coordinator

    3 weeks ago


    Santa Barbara, United States VNA Health Full time

    About Us: At VNA Health, our mission is to revolutionize healthcare through compassion and innovation, ensuring every individual's well-being is prioritized. We're dedicated to empowering our employees to make a real difference in the lives of our patients and communities, driving positive change in healthcare. Join us in our mission to provide exceptional...

  • Intake Coordinator

    1 month ago


    Santa Barbara, United States VNA Health Full time

    About Us: At VNA Health, our mission is to revolutionize healthcare through compassion and innovation, ensuring every individual's well-being is prioritized. We're dedicated to empowering our employees to make a real difference in the lives of our patients and communities, driving positive change in healthcare. Join us in our mission to provide...

  • Store General Manager

    3 weeks ago


    SANTA MARIA, United States Petco Full time

    Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you. Our core values capture that spirit as we work to improve lives by doing what’s right for pets, people and our planet. We love...

  • RN - Home Health

    1 month ago


    Santa Ana, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment HOME HEALTH RN - Sea Crest Home Health Schedule: Monday- Friday, Evening shift, one weekend rotation a month Location: will be traveling around North Orange County regions (La Habra, Brea, Placentia, Yorba Linda, Anaheim Hills, Fountain...

  • RN - Home Health

    2 weeks ago


    Santa Ana, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment. RN – HOME HEALTH Schedule: Full Time, Evening shift Possible Service Locations: position will travel within Santa Ana, Anaheim 01,02 & 04, Garden Grove, Westminster, Stanton, Los Alamitos and possible...


  • Santa Ana, United States Providence Health & Service Full time

    Description Speech Language Pathologist at Sea Crest Home Health and Hospice-Costa Mesa Schedule : Part Time, 24hrs/week Areas Covered: Irvine, Anaheim, Brea, Costa Mesa, Fullerton, Huntington, Orange, Santa Ana, Tustin, Westminster, Yorba Linda Job description: The practice of speech-language pathology shall include assessment, treatment, planning,...

  • RN - Home Health

    2 weeks ago


    Santa Ana, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment. RN – HOME HEALTH Schedule: Full Time, Evening shift Possible Service Locations: position will travel within Santa Ana, Anaheim 01,02 & 04, Garden Grove, Westminster, Stanton, Los Alamitos and possible...

  • RN - Home Health

    1 month ago


    Santa Ana, United States Providence Full time

    Description $10,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment. RN – HOME HEALTH Schedule: Full Time, Evening shift Possible Service Locations: position will travel within Santa Ana, Anaheim 01,02 & 04, Garden Grove, Westminster, Stanton, Los Alamitos and possible surrounding areas Pay Structure:...