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Wealth Management & Financial Planning Training Program

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Northwestern Mutual

2021-12-03 14:50:54

Job location San Diego, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Join our Downtown San Diego team!


Our San Diego, CA firm is seeking professionals to join our growing practice. Our representatives strive to understand their clients' goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.


Even if you have no previous finance experience, we will help nurture and develop sales and planning talents! You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.


PERKS AT A GLANCE:

  • Location: On the days you are in the office, get here quickly thanks to our highly accessible central location in Downtown San Diego
  • Flexibility: Have the ability to set your schedule and achieve work/life balance
  • Growth/Development: There are various paths within this career and we are devoted to helping each person grow professionally AND personally
  • Culture: Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.


RESPONSIBILITIES

  • Connecting with potential clients; being sensitive to their needs and true desires
  • Serve as the connection to your clients and collaborate with our financial planning team, mentors, and specialists to developing tailored solutions
  • Training and guidance from our leadership team and individual mentors


DESIRED SKILLS & QUALIFICATIONS

  • 4-year College Degree or higher
  • A pleasant attitude and dependable judgement
  • Values of integrity and honesty
  • Excellent communicator and relationship builder
  • Ability to work independently with a go-getter mindset


BENEFITS & COMPENSATION

We support our team with an excellent compensation and benefits package.

  • Exceptional Income Potential
  • Growth and Leadership Opportunities
  • Sponsorship of Licensing/Credentialing
  • Paid Training, Sign on Bonus, + Stipends
  • Expense Allowance
  • Comprehensive Medical Coverage
  • Retirement Package; Pension Plan
  • Group Life and Disability Income Insurance
  • On-site Starbucks & dry cleaning services
  • Gym membership discount

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