Financial Advisor

Northwestern Mutual • Los Angeles, CA

395d

About The Position

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. The ideal candidate will help clients identify and achieve their financial goals through various planning services, including risk management, estate planning, debt and investment management, and retirement planning.

Requirements

• A Bachelor's degree in finance, business administration, or an alternate related analytical field is required.
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
• Valid FINRA Series 7 & 63/66 preferred but not required.

Nice To Haves

• Experience with financial planning software
• Knowledge of investment options and mutual funds

Responsibilities

• Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs.
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations.

Benefits

• Room for growth
• Promising job outlook
• Comprehensive and innovative financial planning training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree