Associate Private Wealth Advisor

Northwestern Mutual • Irvine, CA

394d • $85,000 - $120,000

About The Position

The Associate Private Wealth Advisor at Luminate Wealth Management & Insurance Services is responsible for managing client relationships and providing comprehensive financial planning and wealth management services. This role requires a strong commitment to client service, analytical skills, and the ability to develop custom planning solutions. The advisor will work closely with clients to understand their goals and challenges, delivering actionable recommendations and expanding the firm's client base through referrals.

Requirements

• Exceptional relationship building skills and a commitment to client service.
• Ability to collaborate within a team and work well in a team environment.
• Strong critical thinking and problem-solving skills.
• Attention to detail and adaptability to manage change in a fast-growing firm.
• Previous experience with retail investments.
• Series 7 and 63/65/66 licenses, as well as California Life & Health insurance license (preferable).
• 2+ years of experience delivering comprehensive financial advice to clients.

Nice To Haves

• Strong track record of making actionable recommendations to clients.
• Relentless drive to learn and grow as part of a high-performing financial planning team.
• Analytical and naturally curious mindset.

Responsibilities

• Manage an assigned book of clients and look for opportunities to grow their relationship with the firm.
• Answer questions and deliver advice for clients on their existing products.
• Participate in meetings with existing and prospective clients to learn about their goals, challenges, and aspirations.
• Analyze potential planning strategies and develop recommendations for clients.
• Represent the firm as an expert in investments and insurance planning.
• Expand the firm's impact by asking for referrals to future clients.

Benefits

• Profit sharing
• Paid training
• Health savings account
• Disability insurance
• Health insurance
• On-site gym
• Dental insurance
• 401(k)
• Flexible spending account
• Financial planning services
• Paid time off
• Parental leave
• Employee assistance program
• Vision insurance
• 401(k) matching
• Professional development assistance
• Opportunities for advancement
• Life insurance
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed