Entry-Level Financial Advisor

3 weeks ago


Fountain Valley, California, United States The Fadil Group Full time
Join Our Team

We are seeking an Entry-Level Financial Advisor to join our dynamic team at The Fadil Group of Northwestern Mutual. As a Financial Representative, you will have the opportunity to make a lasting impact by guiding individuals and families in your community towards financial security and success.

Key Responsibilities
  • Engage with clients to understand their financial goals, aspirations, and concerns.
  • Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect clients' assets and income.
  • Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
Qualifications
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Why Choose Us?
  • Competitive compensation structure with performance incentives.
  • Comprehensive benefits package, including health insurance, dental insurance, vision insurance, and 401(k) matching.
  • Ongoing training and development opportunities to enhance skills and knowledge.
  • Flexible work arrangement to balance work-life responsibilities.


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