Financial Advisor - Entry Level
Northwestern Mutual
2021-12-03 07:34:18
Woodland Hills, California, United States
Job type: fulltime
Job industry: Banking & Financial Services
Job description
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL
At Northwestern Mutual, Financial Representatives and Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives and Advisors are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.
THE OPPORTUNITY
- Representatives/Advisors help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals.
- Develop rapport with clients and foster long-term relationships.
- Become knowledgeable about Northwestern Mutual financial products and financial market trends.
- Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
- Provide dedicated and focused client experiences.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO:
- A high-quality training program to help you get started.
- Mentorship and professional development training throughout your entire career.
- Leading industry products and solutions built on an integrated technology platform.
- Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
- The opportunity to design your roadmap to leadership and specialized roles.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.
WHO WE ARE
At Northwestern Mutual we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality. Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living.
Our teams of Financial Advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE magazine as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for 163 years and has a proven track record of financial success.
To learn more about a rewarding career with Northwestern Mutual, please submit your resume to
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives and advisors are independent contractors.
[i] FORTUNE® Magazine January 2020
The ideal candidate will deliver personalized investment and insurance solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning solutions to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree
- 2+ years of sales experience
- Excellent interpersonal skills
- Must be local to Los Angeles, CA