Financial Planning Associate

1 week ago


Los Angeles, California, United States Northwestern Mutual Full time


Northwestern Mutual is experiencing significant growth and is in search of a dedicated financial consultant to join our team at the entry-level.

The ideal candidate will possess a strong desire to master the intricacies of financial services essential for effective wealth management, enabling our clients to reach their financial aspirations.

Successful financial planning hinges on exceptional communication abilities, strong mathematical and analytical skills, and prudent decision-making. If you resonate with these qualities, we encourage you to consider this opportunity.

Key Responsibilities

  • Engage directly with clients to develop comprehensive financial profiles, allowing you to offer tailored financial guidance based on each individual’s unique financial situation, income, objectives, and other relevant factors.
  • Adopt the mindset of a structured yet adaptable team member, open to ongoing education and mentorship from colleagues.
  • Design personalized financial strategies for each client, taking into account their professional circumstances, life stages, and changing financial requirements.
  • Establish, nurture, and maintain strong relationships with new clients, positioning yourself as their trusted financial consultant.
  • Deliver strategic advice regarding products, plans, investments, and other avenues to assist clients in achieving their financial objectives.

Qualifications

  • Bachelor’s degree or equivalent professional experience.
  • Entrepreneurial mindset.
  • Proven track record in sales, athletics, military service, client services, or roles involving direct client interaction.
  • Outstanding time management abilities.
  • Commitment to continuous personal and professional development.
  • Legal eligibility to work in the US without sponsorship.
  • Basic proficiency in computer applications, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related tools.
  • Strong mathematical, communication, and interpersonal skills to ensure excellent customer service for both existing and prospective clients.
  • Fundamental understanding of financial industry concepts, products, and the role of a financial consultant is preferred.
  • Current FINRA Series 7 & 63/66 licenses are advantageous.
  • A Bachelor’s degree in business administration, finance, or a related field is required.


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