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Personal Financial Advisor

Employer
Northwestern Mutual Santa Monica
Location
Santa Monica, California, United States
Closing date
Feb 15, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Why work for us?

• Training program
• 410k
• Pension Plan

Responsibilities:

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications:

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63/66 preferred but not required
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Requires a Bachelor's degree in business administration, finance, or other related field

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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