Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

70000 - 170000 yearly

Responsibilities:

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications:

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

About Company

Northwestern Mutual Santa Monica is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered.

With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.