Beer Financial Group / Northwestern Mutual · 23 hours ago
Financial Advisor
Santa Monica, CA
Full-time
Hybrid
Entry Level
$99K/yr - $99K/yr
3+ years expNorthwestern Mutual is a leading financial services company, and they are seeking a Financial Advisor to help clients achieve their long-term financial goals through comprehensive financial planning. The role involves guiding clients towards financial security, building wealth for generations, and establishing meaningful connections in the community while growing a personal business.
Financial Services
No H1B
Responsibilities
Empower Individuals & Families – Guide your clients toward financial security by creating personalized, holistic financial plans
Build Wealth for Generations – Help clients protect their income, grow their investments, and plan for retirement with strategies designed to close the racial wealth gap
Expand Your Network – Establish meaningful connections in your community, develop a strong referral base, and provide exceptional client experiences
Grow Your Own Business – As an entrepreneur, you will have the flexibility to build a business that aligns with your personal vision and financial aspirations
Qualification
Required
Bachelor's degree
Entrepreneurial mindset
History of success in relationship-building in personal or professional settings
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Benefits
Additional income structure to support training and early development.
Renewal income earned for continued client support and policy management.
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
Certified Financial Planner® licensing support2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Company
Beer Financial Group / Northwestern Mutual
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase