Financial Advisor with Business Development Background
About The Position
Walnut Creek - Northwestern Mutual is seeking a Financial Advisor with a business development background to help individuals and families make important financial decisions. The role offers the opportunity to use client-facing skills to build trust, present solutions, and foster long-term client relationships through different stages of clients’ financial journeys. Advisors can see the impact of their guidance on clients’ personal and financial well-being and may pursue financial growth and advancement based on performance. The position is based at the local office at 2121 N. California Blvd Ste. 620, Walnut Creek, CA 94596. Advisors educate clients about financial planning and insurance options, provide customer service, and build lasting relationships while collaborating with a local team. The firm describes support from a planning team, marketing resources, experienced mentors, and ongoing training and development, including sponsorship for advanced certifications. Compensation includes performance incentives and has no stated ceiling. The position also offers schedule flexibility and retirement benefits, including a company-funded pension and contributions to PFGF, a profit-sharing retirement plan.
Requirements
- Strong communication and interpersonal skills.
- Goal-oriented approach and desire to succeed.
- Life insurance license and FINRA certifications, or willingness to obtain them.
Nice To Haves
- Business development experience or other client-facing expertise.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships with clients.
- Collaborate with a local supportive team.
- Guide individuals and families in the community toward financial security and success.
Benefits
- Performance-based bonus and performance incentives, with no stated ceiling on the compensation structure.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development, including ongoing programs and sponsorship for advanced certifications.
- Vision insurance.
- Support and mentorship from a dedicated planning team, marketing resources, and experienced mentors.
- Company-funded pension and contributions to PFGF, described as a profit-sharing retirement plan.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
