Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
If you have great communication skills and an eye for detail, apply today! Compensation :
$70,000 - $170,000 yearly
Responsibilities :
- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications :
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
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.
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