Financial Advisor
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 :
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- 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
- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications :
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Valid FINRA Series 7 & 63 / 66 preferred but not required
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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