Financial Planner with Athletic Background

Beer Financial Group•Santa Monica, CA

7h•$70,000 - $95,000•Hybrid

About The Position

Beer Financial Group, a growing network within Northwestern Mutual, is seeking a Financial Planner to help clients understand and address their comprehensive financial needs. The role involves providing personalized guidance and designing and implementing strategies for clients’ financial protection and planning goals, including safeguarding assets, income, and overall financial well-being. Planners regularly review and update financial plans and insurance policies as clients’ circumstances and goals change, and build a client network through referrals, community involvement, and professional associations. The position offers training and development, support from a dedicated planning team, marketing resources, experienced mentors, and sponsorship for advanced certifications. Compensation includes performance-based incentives, unlimited earning potential, and the opportunity to earn a first-year stipend. The office culture is described as immersive and in-person, with representatives serving Greater Palm Desert also mentioned. Employees are expected to be in the office at least three days per week.

Requirements

Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.
Obtain state insurance licenses; training is provided and sponsorship may be considered.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline.
Prior experience in insurance, financial services, or business development.
Experience in a business-development-oriented organization; examples listed include Medical Device, Education, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, and Auto Rental.

Responsibilities

Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help clients achieve their financial protection and planning goals.
Design and implement strategies to safeguard clients’ assets, income, and overall financial well-being.
Regularly review and update clients’ financial plans and insurance policies as circumstances or goals change.
Build a network of clients through referrals, community involvement, and professional associations.