Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities:

• 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
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial 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
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• 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

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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