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Financial Advisor / Sales Opportunity (Training & Licensing Provided)

Northwestern Mutual

Northwestern Mutual

Accounting & Finance, Sales & Business Development
San Diego, CA, USA
Posted on Friday, June 7, 2024

About Us: Northwestern Mutual has been helping clients achieve financial security for over 165 years. As a leading financial services firm, we are committed to providing comprehensive and personalized financial planning services to individuals, families, and businesses. Our Downtown San Diego, California office is one of the top offices in the country, based on new Financial Advisor performance, and is now seeking to add to our dynamic and driven team.

Job Overview: As a Financial Advisor you will be responsible for helping clients navigate their financial journey by providing expert advice and comprehensive financial planning services. This role involves developing your own financial planning practice by building and maintaining client relationships, analyzing financial situations, and developing customized strategies to help clients achieve their financial goals.

*** Prior financial services experience not needed--Extensive Training and Licensing provided & paid for.

**** Must be located in greater San Diego county or already planning to move here imminently**

Key Responsibilities:

  • Sales and Business Development: Proactively identify opportunities to expand your client base and increase assets under management, including the development of personal networking and outreach strategies.
  • Financial Analysis: Conduct in-depth financial analyses to assess clients' current financial situations. Evaluate investment portfolios and recommend adjustments based on clients' objectives.
  • Financial Planning: Develop comprehensive financial plans tailored to meet clients' specific needs and goals. Provide guidance on retirement planning, investment strategies, estate planning, and risk management.
  • Strategic Advising: Educate clients on various financial products, investment options, and wealth-building strategies.
  • Client Relationship Management: Build and maintain strong, long-term relationships with clients. Understand clients' financial goals, risk tolerance, and unique circumstances.
  • Team Collaboration: Collaborate with a team of financial professionals to leverage expertise and resources.

Desired Qualifications:

  • Bachelor's degree.
  • Minimum of 3-5 years of experience and success in high volume sales environment.
  • Strong interpersonal and communication skills.
  • Proven track record of building and maintaining client relationships.
  • Basic knowledge of financial markets, investment products, and financial planning strategies.

Compensation:

  • We provide an extremely competitive bonus structure and uncapped commissions along with a comprehensive benefits package including health insurance, pension plans, and continued education opportunities.