Financial Advisor

4 days ago


Monterey, California, United States Northwestern Mutual Full time
Unlock Your Potential as a Financial Advisor

At Northwestern Mutual, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a critical role in building lasting relationships with your clients and helping them navigate the complexities of financial planning.

Key Responsibilities:

  • Build a client base by growing relationships with your network
  • Educate yourself and your clients on Northwestern Mutual financial products and market trends
  • Influence and present clients with integrated financial plans
  • Own your business's development and management

What You'll Achieve:

  • Attend and graduate from our 16-day Financial Planning Academy
  • Develop a business plan unique to you with our Development team
  • Launch your website and digital presence with our Marketing team
  • Run client-facing meetings with support from a mentor and seasoned Financial Advisors

Benefits of Working with Northwestern Mutual:

  • Medical, dental, and vision insurance
  • Retirement package and pension plan
  • Life insurance and disability income insurance
  • Exceptional income potential
  • Flexible work schedule and time off

Requirements:

  • 4-year degree or equivalent professional work experience
  • 3 or more years of experience in business or sales
  • Obtain your California Life, Accident and Health license within 30 days
  • Complete Securities Industry Essentials (SIE) exam within 60 days
  • Obtain securities license; Series 6 or 7 and Series 63 within 90 days

About Northwestern Mutual:

We're a leading financial services company with a rich history of innovation and excellence. Our commitment to our clients and our employees is unwavering, and we're dedicated to helping our Financial Advisors succeed in their careers.


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