Financial Advisor
- Calabasas, CA, United States
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
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Job details
- Pay
- Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
- Apply by
- Experience
- Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience)
- Posting language
- English
- Posted
Original job description
Overview
YOUR CAREER WITH NORTHWESTERN MUTUAL
At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver’s seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You’ll own your own business within a successful framework of support including our network of specialist, training programs, development coaches, and mentoring opportunities.
Check out our Day in the Life Video: https://youtu.be/cDtYDwXYkaw
Learn why our Southern California market is unique: https://youtu.be/i_gyFnbWQTY
Responsibilities
THE OPPORTUNITY
- Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they’ve worked so hard to achieve while growing their assets for the future.
- Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships.
- Develop rapport with clients and foster long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and financial market trends.
- Leveraging the strength of our team to address individual client concerns and needs.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
- Nationally ranked training programs to launch your career
- Mentorship and professional development training throughout your entire career
- Development stipends and expense allowance
- Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins)
- Leadership opportunities
- Leading industry products and solutions built on an integrated technology platform
- Full health benefits, group disability, retirement plans and an equity stake
- A culture that promotes diversity, teamwork, work/life balance, and rewards
- A rewarding career, with extraordinary income potential and a variable compensation model including recognition and bonuses, where hard work directly relates to your sales results
Qualifications
DESIRED SKILLS & EXPERIENCE
- College-educated, Bachelor’s degree
- Candidate must be an accomplished communicator with strong and written skills
- Prior sales and/or business development experience preferred
- Self-starter mindset preferred
We are actively seeking candidates with different backgrounds and work experiences, including but not limited to:
- Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience)
- Executive leadership
- Community influencers and natural people connectors
- Financial management, insurance, and financial services
- Former athletes
- Military background
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
More about this job
Skills
- Financial planning
- Sales
- Securities
- Relationship building
- Time management
- Collaboration
- Critical thinking