Financial Planner with Athletic Background

Beer Financial Group•Bakersfield, CA

6d•$70,000 - $95,000•Hybrid

About The Position

Beer Financial Group, a growing network within Northwestern Mutual, is seeking a Financial Planner. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to help them meet financial protection and planning goals. The Financial Planner designs and implements strategies to safeguard clients’ assets, income, and overall financial well-being, supporting their long-term security. The position involves regularly reviewing and updating clients’ financial plans and insurance policies as their circumstances or goals change. It also includes developing a client network through referrals, community involvement, and professional associations. Training is provided, state insurance licenses are required, and sponsorship for licensing is considered. The office offers an in-person culture at 21800 Oxnard Street, Suite 800, Woodland Hills, California, with remote representatives serving Greater Palm Desert. Employees are expected to be in the office at least three days per week. The employer describes flexible scheduling, training and development, mentoring, planning-team support, marketing resources, performance-based incentives, and a first-year stipend. Compensation is described as having unlimited earning potential; the posting states that top first-year advisors earn more than $150,000.

Requirements

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

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline.
Prior experience in insurance, financial services, or business development.
Experience in business development-oriented organizations, including medical device, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.

Responsibilities

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