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Financial Services Advisor

Company: Northwestern Mutual Santa Monica
Location: Santa Monica
Posted on: June 12, 2022

Job Description:


--- Training Provided
--- Unlimited earning potential
--- Impact your community
--- Be enterprising
--- Control your growth and leadership trajectory
--- Find freedom and flexibilityYou can enter a career where you can make an impact on Americans across the US and within your community, where you can earn the income to live the life of your dreams and with time and dedication, earn flexibility in your schedule and lifestyle.We want people with different backgrounds and work experience, including but not limited to:

Financial Advisor Overview:Financial Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. You will be a partner to clients by creating personalized financial plans based on their unique needs and desires and through our industry-leading solutions, you will help them protect what they've worked so hard to achieve while also growing their assets for the future.

--- Financial management, insurance, and financial services
--- Executive leadership
--- Community influencers
--- Sales and business development
--- Former athletes
--- Military background

Northwestern Mutual is committed to offering it's Financial Advisors a comprehensive compensation and benefits program that includes:

--- Exceptional Income Potential
--- Leadership Opportunities
--- Sponsorship of Licensing/Credentialing
--- Development Stipends
--- Expense Allowance
--- Comprehensive Medical Coverage
--- Retirement Package; Pension Plan
--- Group Life and Disability Income Insurance

Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:

--- #90 on Fortune 100 in 2022
--- "World's Most Admired" Company in our Industry by Fortune
--- FORTUNE's-- 2022 World's Most Admired Companies
--- Rated by FORTUNE #1 among life insurers for "Financial Soundness," "Quality of Products/Services," and "Use of Corporate Assets."
--- Top 10 Independent Broker-Dealer by Financial Planning Magazine ('05-'21)
--- Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
--- Largest direct provider of individual life insurance in the U.S.

Northwestern Mutual has always received the highest possible financial strength ratings from the four major rating agencies:

--- A.M. Best: A++
--- Fitch Ratings: AAA
--- Standard & Poor's: AA+
--- Moody's Investors Service: AAA
--- S&P Global: AA+


Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor


Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Valid FINRA Series 7 & 63/66 preferred but not required
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Desired Skills and Experience
--- Must be based in or relocating to Los Angeles, CA
--- 4-year degree from an accredited college or university
--- The candidate must be an accomplished communicator with strong verbal and written skills
--- Prior sales and/or business experience preferred
--- Enterprising Spirit
--- Track record of personal success and professional success

About Company:
Northwestern Mutual is the place to grow your career. No matter where you are on your career journey, we support your growth- whether that's at the office or with opportunities to make a difference in the community, we want you to feel empowered.

With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.

Keywords: Northwestern Mutual Santa Monica, Santa Monica , Financial Services Advisor, Accounting, Auditing , Santa Monica, California

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