Financial Specialist - Entry Level

Job Description

Job Description

Benefits :

• 1st Year Stipend
• 401(k)
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join our growing team at The Inland Empire Office of Northwestern Mutual. Our thriving office is located at : 3633 Inland Empire Blvd, Ontario, CA 91764

About the Financial Consultant Role :

As a Financial Consultant at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree in finance, business, or a related field is preferred.
• Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Benefits :

• Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling and the opportunity to earn a stipend of up to $75,000 in year 1.
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

About The Inland Empire Office of Northwestern Mutual : In 2023 our district was recognized as the Inland Empire Best Place to Work.

Charity and giving are at the core of our mission, and we passionately support organizations such as Foothill Family Shelter, the Susan Komen Foundation, and Alexs Lemonade Stand.

Our Managing Director, Amber Romo, has garnered significant media attention for her leadership and contributions to the business community.

In 2022, the Los Angeles Business Journal honored Amber Romo as a nominee in the Women to Watch category of the Womens Leadership Symposium and Awards.

That same year, she was listed as an "Industry Leader" in Inland Empire Magazine, which highlighted her contributions to the business community in Ontario.

Additionally, in 2020, Amber was honored by the Los Angeles Business Journal as a nominee for the Womens Leadership Awards Program, showcasing her as one of the prominent women leaders in the Los Angeles business community.

Follow this link to hear the story of how Amber Romo, Managing Director of The Inland Empire Office, impacted the life of client, RahQuan King : https : / / youtu.be / DK7DZ -AJOPo

A Glance at Northwestern Mutual (NM) :

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people.

As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our local leaders, the heartbeat of our business :

Amber Romo : Managing Director

• How long with NM? 8 years.
• Previous experience? Executive in Entertainment since age 16, specializing in post-production. Transitioned to NM after having her first baby, seeking more control over her time and a new career path.
• Passions outside of business? Enjoys spending time with her family (husband and two young daughters) and traveling, particularly to Hawaii and Disneyland.

Former basketball player and passionate about ballet.

Ben Bri Wealth Management Advisor

• How long with NM? 13+ years.
• Previous experience? Initially pursued a career in the video game industry as a developer, but realized it wasnt for him.

Changed gears to finance and joined NM about a year out of college, encouraged by a high school friend already at the company.

Passions outside of business? Enjoys video games, spending time with his family (wife and three kids), and traveling. Avid foodies who love cooking together, with a particular fondness for Mexican cuisine, often driving long distances for the best Mexican restaurants.

Morgan Earman : Financial Representative

• How long with NM? 3 years.
• Previous experience? Professional baseball player who started a baseball coaching business focused on pitching. Joined NM to pursue a stable career where he could control outcomes.
• Passions outside of business? Passionate about golfing and spending time with his family. Recently had his first baby with his wife, whom he met in elementary school.

Also loves fried chicken.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Amber Romo is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.