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Financial Planner
Location:
Santa Monica, CA
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • 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• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals• Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential• Valid FINRA Series 7 & 63/66 preferred but not required• A required Bachelor’s degree in business administration, finance, or similarly related field• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Compensation: $70,000 - $170,000 yearly 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.
Company:
Northwestern Mutual Santa Monica
Posted:
May 15 on WizeHire
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More About this Listing: Financial Planner
Financial Planner is a Real estate Financial Planner Job at Northwestern Mutual Santa Monica located in Santa Monica CA. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.
Financial Planner is a Real estate Financial Planner Job at Northwestern Mutual Santa Monica located in Santa Monica CA. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.