Financial Advisor

Company: Northwestern Mutual Santa Monica
Location: Santa Monica
Posted on: August 7, 2022

Job Description:

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities:

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a collaborative team player willing to further development through continued training opportunities
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management


Qualifications:

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
A required Bachelor's degree in business administration, finance, or similarly related field
Valid FINRA Series 7 & 63/66 preferred but not required
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
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 Santa Monica 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 Advisor, Accounting, Auditing , Santa Monica, California