Financial Services Career Development Opportunity
5 days ago
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 JobWe 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.
- 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.
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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