Financial Services Career Development Opportunity

5 days ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

At Northwestern Mutual Santa Monica, we are seeking a skilled Financial Advisor to join our team. This is an entry-level position that offers room for growth and a promising job outlook.

About the Job

We are looking for a driven individual who is eager to help clients identify and achieve their financial goals through various planning services. The ideal candidate will have a basic understanding of the role of a financial advisor and be interested in the financial industry and products.

Responsibilities
  • Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities.
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and other factors related to wealth management.
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
Qualifications
  • Bachelor's degree in business administration, finance, or a related field.
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
Compensation and Benefits

The estimated salary for this position is $90,000 - $190,000 per year, depending on experience. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement savings plan, and paid time off.



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