Financial Empowerment Specialist

7 days ago


Santa Monica, California, United States Quinlan District - Northwestern Mutual Full time

At the Quinlan District of Northwestern Mutual, we're dedicated to creating a legacy of financial empowerment and community impact. Recognized as the #1 District Network Office in the U.S. for new advisor development and the top Recruiting Team in both 2023 and 2024, we are committed to developing professionals who are driven to make a difference.

As a Financial Advisor on our team, you'll benefit from an award-winning support system, including expert mentorship, advanced training, and industry-leading technology. Our mission is: to create an environment for exceptional performance personally, professionally, and financially built upon a culture of optimism and enthusiasm where every life matters.

We take pride in our dedication to both our clients and our community, supporting causes like Alex's Lemonade Stand, Vista Del Mar Child and Family Services, and the YMCA. Located at 11111 Santa Monica Blvd. in Los Angeles, our supportive office provides you with the resources and guidance needed to make a meaningful impact on your clients' lives—and to advance your own career.

Job Summary

We're seeking a highly motivated and results-driven Financial Advisor to join our team. This is an excellent opportunity to leverage your skills and experience to deliver exceptional client service and drive business growth.

  • Engage with clients to understand their financial needs, providing personalized strategies for financial security.
  • Design, implement, and regularly update financial plans to safeguard clients' assets and income.
  • Build a client network through referrals, community involvement, and professional associations.
Key Responsibilities

The successful candidate will be responsible for:

  • Conducting thorough financial needs analyses to identify opportunities for growth and improvement.
  • Developing and implementing customized financial plans that meet the unique needs of each client.
  • Maintaining strong relationships with clients through regular communication and follow-up.
Requirements

To be considered for this role, you'll need:

  • A Bachelor's degree or higher in a relevant field (e.g., finance, business, economics).
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Experience in sales, marketing, or a related field is preferred but not required.
What We Offer

In return for your hard work and dedication, we offer:

  • An annual salary range of $80,000 - $120,000, depending on experience.
  • Ongoing training and development opportunities to help you grow your skills and knowledge.
  • State-of-the-art technology and tools to support your success.
About Us

The Quinlan District of Northwestern Mutual is a leading provider of financial services, serving individuals and families across the country. We're committed to making a positive impact in our communities and empowering our clients to achieve their financial goals.



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