Financial Planner with Investment Advisor Background

Loper District - Northwestern Mutual•Fresno, CA

1d•$75,000 - $85,000•Hybrid

About The Position

Transition Your Insurance & Investment Advisor Experience into a Career with Loper District - Northwestern Mutual! Your experience as an Insurance Agent, Investment Advisor, Financial Advisor, or Financial Services Professional has prepared you for an opportunity to make an even greater impact. We're seeking professionals who are ready to build on their industry experience while helping clients create comprehensive financial plans. Leverage Your Industry Expertise: Your background in helping clients protect their assets, grow their wealth, and plan for the future gives you a strong foundation to provide holistic financial guidance. Build Deeper Client Relationships: You understand the value of trust and long-term service. At Northwestern Mutual, you'll have the opportunity to strengthen those relationships while helping clients navigate every stage of their financial journey. Expand the Value You Deliver: Broaden your impact by offering comprehensive financial planning strategies that help clients protect, grow, and preserve their wealth through every stage of life. Grow Without Limits: Your experience has brought you this far, now take it further. With industry-leading training, mentorship, and support, you'll have the opportunity to continue growing your practice while making a meaningful difference for the clients you serve. Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA

Requirements

Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Nice To Haves

A bachelor's degree is highly preferred, but not required.

Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.