Northwestern Mutual · 1 month ago
Wealth Management - (Sales Role, Training Provided)
San Diego, CA
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $200K/yr
3+ years expNorthwestern Mutual is a leading financial services company, and they are expanding their La Jolla, CA office. The role of a Financial Advisor involves helping clients achieve their financial goals through a consultative approach, providing guidance in various planning areas.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Kelly Thede
Responsibilities
Provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success
Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
Develop a career that provides the opportunity to improve the lives of people in our community, coupled with substantial income potential
Qualification
Required
Must be in San Diego or willing to relocate to San Diego area
Bachelor's degree from a four-year institution (Required)
Ability to commute/relocate: La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Required)
Preferred
BA or BS degree from a four-year institution preferred
3 years sales and/or business experience preferred
Candidate must be an accomplished communicator with strong verbal and written skills
Candidate must also possess a history of personal and professional success
Benefits
401(k)
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Retirement plan
Vision insurance
Bonus opportunities
Commission pay
Signing bonus
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
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