- 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
- 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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Financial Planner - Santa Monica, United States - Northwestern Mutual Santa Monica
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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.
Responsibilities
Qualifications