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

Northwestern Mutual Santa Monica
Northwestern Mutual Santa Monica
Verified Company
Santa Monica, United States

1 month ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
$70,000 - $170,000 yearly


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

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.
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