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 :
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- 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
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications :
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
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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