Financial Advisor - Northwestern Mutual Santa Monica : Job Details

Description(Career Changers Encouraged)While many companies are downsizing, Northwestern Mutual is thriving - 2024 was our company's 167 year history. The demand for financial planning tends to increase during economic downturns and we're growing our team of Financial Advisors to meet that demand.Have you ever thought of starting your own career but are not sure how to get started? A new Financial Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment, and wants to be in control of their career trajectory. They possess an entrepreneurial spirit, a history of success in business development or sales, strong self-motivation, a high standard of ethics, and a desire to make a meaningful impact on people's lives.As a Financial Advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client's unique needs including insurance, investments, education planning, retirement planning
• Manage your client's financial plans to help them achieve their goals long term
• Grow relationships with clients to support them through every stage of life

Desired Skills and Experience:

• BA or BS degree from a four-year institution preferred
• Prior sales and/or business experience preferred and possess a history of personal and professional success.
• Prior financial services experience not neededextensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

• Great Income Potential
• Control of your own calendar and office cadence
• Leadership Opportunities
• Fully paid sponsorship of Licensing/Credentialing
• Robust development bonuses in the first year to aid as you launch your business
• Expense Allowance
• Comprehensive Medical, Dental, and Vision Coverage subsidized by the Company
• Retirement Package and Pension Plan
• Group Life and Disability Income Insurance
• Flexible Spending Account/Health Savings Account

Responsibilities•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals•Be a coachable, organized team member interested in pursuing training development and educational opportunities•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs•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•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorQualifications•Valid FINRA Series 7 & 63/66 preferred but not required•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired