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Financial Advisor

Company: Northwestern Mutual Santa Monica
Location: Inglewood
Posted on: September 23, 2022

Job Description:

Financial Advisor Leadership Program

At Northwestern Mutual Financial Advisors strive to understand their client's goals and visions to uncover financial solutions that put them on a path to achieving their financial objectives. We are looking for individuals to join us as Financial Advisors that have a strong interest in joining our leadership program that would set them on a path to lead individuals, teams and eventually offices or districts if that is an exciting career path.

Our Financial Advisor leadership program is open to talented individuals that come from varying backgrounds and experiences and Advisors will have the opportunity to work with clients and fine-tune their leadership acumen. Our Advisors are supported by our network of specialists, training programs, and mentoring opportunities to help their clients and to build practices.


Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
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
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
--- Participate in weekly skill-building and coaching to fine tune your financial proactive while simultaneously learning the ins and out of leadership and mentoring others within NM


Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Valid FINRA Series 7 & 63/66 preferred but not required
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Desired Skills and Experience
--- Must be based in or relocating to Los Angeles, CA
--- 4-year degree from an accredited college or university
--- The candidate must be an accomplished communicator with strong verbal and written skills
--- Prior sales and/or business experience preferred
--- Enterprising spirit
--- Track record of personal success and professional success

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.

Keywords: Northwestern Mutual Santa Monica, Inglewood , Financial Advisor, Accounting, Auditing , Inglewood, California

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