Financial Advisor

4 weeks ago


Long Beach, California, United States Northwestern Mutual Full time
Unlock Your Potential as a Financial Representative

We are seeking a talented Financial Representative to join our team in the Long Beach, CA area. As a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful career in financial planning and wealth management.

Key Responsibilities:

  • Help clients achieve their financial goals through personalized financial planning
  • Build and maintain a client base through excellent communication and relationship-building skills
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
  • Work collaboratively with colleagues to achieve business objectives

What We Offer:

  • A competitive commission structure and residual income opportunities
  • A comprehensive training program to help you succeed in your role
  • A supportive and inclusive work environment
  • Opportunities for professional development and growth

Requirements:

  • Bachelor's degree or equivalent experience
  • Financial concepts experience preferred
  • Ability to pass a background check
  • Willingness to obtain California Life and Health Certification

Location: Hybrid remote in Long Beach, CA 90802

Job Type: Full-time, Contract


  • Financial Advisor

    4 weeks ago


    Long Beach, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeWe are seeking a highly motivated and ambitious Financial Representative to join our team in the Long Beach, CA area. As a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful career in financial planning and wealth management.About the RoleAs a Financial...

  • Financial Advisor

    3 weeks ago


    Long Beach, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeWe are seeking a talented Financial Representative to join our team in the Long Beach, CA area. As a Financial Representative at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning.Key Responsibilities:Build and maintain a...


  • Long Beach, California, United States North-West College Full time

    Job SummaryWe are seeking a highly skilled Financial Aid Advisor to join our team at North-West College. As a Financial Aid Advisor, you will play a critical role in providing exceptional support to students and families navigating the financial aid process.Key ResponsibilitiesProvide daily support to the Financial Aid Department, ensuring timely and...


  • Long Beach, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and motivated Permanent Senior Associate to join our Client Accounting & Advisory Service team in the Finance industry. As a key member of our team, you will play a crucial role in providing expert financial advice and solutions to our clients.ResponsibilitiesExecute monthly close procedures and deliverables in...


  • Newport Beach, California, United States Tax & Financial Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business processes and delivering exceptional client service.Responsibilities:Support financial advisors and their...


  • Newport Beach, California, United States Tax & Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess new business and secure forms, pull client reports and...


  • Long Beach, California, United States The Hiring Advisors Full time

    Senior Financial Planning AnalystThe Hiring Advisors is seeking a highly skilled Senior Financial Planning Analyst to join our team in Long Beach, CA. As a key member of our corporate headquarters, you will drive and execute forecasting, planning, and analytical support for the organization.Responsibilities:Manage and analyze financial data, including P&L,...

  • Tax Advisor

    3 weeks ago


    Solana Beach, California, United States H&R Block Full time

    About the RoleAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients. You will work closely with our clients to understand their tax needs and provide personalized solutions to help them...

  • Tax Advisor

    1 week ago


    Solana Beach, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and...

  • Tax Advisor

    3 weeks ago


    Solana Beach, California, United States H&R Block Full time

    Job Title: Tax AdvisorAt H&R Block, we are seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.About the Role:Build year-round client relationships and provide exceptional customer service.Prepare and review tax returns,...

  • Financial Planner

    3 weeks ago


    Manhattan Beach, California, United States Northwestern Mutual Full time

    Unlock Your Earning PotentialAs a Financial Advisor at Northwestern Mutual, you'll have the opportunity to help clients achieve their financial goals through personalized financial planning. With our industry-leading training and development, you'll gain the knowledge and skills needed to succeed in this rewarding career.Key Responsibilities:Build...

  • Financial Manager

    1 week ago


    Solana Beach, California, United States Transition Staffing Group Full time

    Job OverviewWe are seeking a highly skilled Accounting Manager to join our team at Transition Staffing Group. As a key member of our financial management team, you will play a crucial role in the financial management of our clients' assets, including investment accounts, real estate holdings, and other business ventures.Key Responsibilities:Cash Management:...

  • Financial Controller

    4 weeks ago


    Redondo Beach, California, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Financial Controller to join our team at Jobot. As a key member of our organization, you will be responsible for developing and maintaining budgets, managing financial strategies, and overseeing financial transactions.Key ResponsibilitiesDevelop and maintain budgets aligned with financial goals, ensuring strategies...


  • Long Beach, California, United States Northwestern Mutual Full time

    About the RoleThe Talent Acquisition Specialist plays a pivotal role in driving the recruitment efforts of the Long Beach office for Northwestern Mutual. This individual is responsible for sourcing, recruiting, and selecting top financial advisors to join the team.Key ResponsibilitiesDevelop and execute a comprehensive recruiting plan to meet production...


  • Newport Beach, California, United States Regal Executive Search Full time

    Job Title: CFOWe are seeking a seasoned executive to lead our finance and accounting functions as a Chief Financial Officer. The ideal candidate will have a proven track record of driving financial growth and strategic vision in a high-growth wealth management platform.Key Responsibilities:Develop and execute financial goals and operational targets aligned...


  • Newport Beach, California, United States Regal Executive Search Full time

    Job Title: Chief Financial OfficerWe are seeking a highly motivated and experienced executive to lead our finance and accounting functions as a Chief Financial Officer. The successful candidate will join our team of talented professionals and contribute to the company's growth and success.Responsibilities:Provide strategic leadership to the finance and...

  • Financial Consultant

    4 weeks ago


    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    {"The Opportunity": "Are you looking for a career that allows you to build meaningful relationships with clients and help them achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with a stable industry leader and a business model with an existing client base and institutional feeders of business.", "Key...


  • Newport Beach, California, United States Green Street Advisors LLC Full time

    Unlock Your Potential at Green Street Advisors LLCWe are seeking a highly motivated and experienced professional to join our Account Management team as a Financial Services Representative. As a key member of our team, you will be responsible for delivering exceptional client service, driving account growth, and developing strategic relationships with our...

  • Financial Consultant

    3 weeks ago


    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.The Purpose of Your Role:As a Financial Consultant, you will work closely with clients to...


  • Long Beach, California, United States SCAN Full time

    About SCANSCAN Group is a not-for-profit organization dedicated to addressing the most pressing issues affecting older adults in the United States. As the sole corporate member of SCAN Health Plan, one of the nation's leading not-for-profit Medicare Advantage plans, SCAN serves over 285,000 members across California, Arizona, Nevada, and Texas. With a...