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    Financial Planner - Santa Monica, United States - Northwestern Mutual Santa Monica

    Northwestern Mutual Santa Monica
    Northwestern Mutual Santa Monica Santa Monica, United States

    3 weeks ago

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    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

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