Financial Advisor
Northwestern Mutual Santa Monica
Santa Monica, CA US
Posted ago
Northwestern Mutual Santa Monica
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!
Responsibilities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • 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
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Desired Skills and Experience

  • Must be based in or relocating to Los Angeles, CA
  • 4-year degree from an accredited college or university
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Enterprising spirit
  • Track record of personal success and professional success

Compensation
$120,000+ at plan earnings
About Northwestern Mutual Santa Monica

Northwestern Mutual 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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