Jobs
>
Los Angeles

    Financial Advisor - Los Angeles, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual Los Angeles, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayCompensation:

    $100,000+ at plan 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
    • Serve as a collaborative team player willing to further development through continued training opportunities
    • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
    • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
    • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
    Qualifications:
    • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
    • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
    • 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
    • Requires a Bachelor's degree in business administration, finance, or other related field
    • 4-year degree; or equivalent professional work experience
    • Entrepreneurial ambitions
    • History of success in sales, athletics, military, client services, or client-facing roles
    • Excellent time-management skills
    • Desire for continuous learning
    • Legal authorization to work in the US without sponsorship
    About Company

    For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

    Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

    Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes

  • Mission Creek Capital Partners Inc

    Financial Advisor

    2 weeks ago

    Mission Creek Capital Partners Inc Los Angeles, United States

    Company DescriptionWe are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, ...

  • Professionals for beBee

    Financial Advisor

    15 hours ago

    Professionals for beBee Los Angeles, United States Full time $60,000 - $100,000

    beBee is a place where you can meet people, share your interests and find your dream job. We are looking for talented and passionate individuals to join our team and help us build the future of work. · Responsibilities: · - Give clients personalized financial advice · - Create fi ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual Los Angeles, United States

    Unlimited Impact, Uncapped Income, and Independence · YOUR CAREER WITH NORTHWESTERN MUTUAL · At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objective ...

  • Manhattan West

    Financial Advisors

    2 weeks ago

    Manhattan West Los Angeles, United States

    Manhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...

  • Selective Insight

    Financial Advisor

    2 weeks ago

    Selective Insight Los Angeles, United States

    Actively hiring · Financial Advisors · for our client, a · high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · ResponsibilitiesDrive the expansion of high-ne ...

  • Capstone Partners Financial and Insurance Services

    Financial Advisor

    6 days ago

    Capstone Partners Financial and Insurance Services Los Angeles, United States

    Capstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...

  • Capstone Partners Financial and Insurance Services

    Financial Advisor

    3 weeks ago

    Capstone Partners Financial and Insurance Services Los Angeles, United States

    Capstone Partners is seeking an experienced financial advisor to join our team in Q2, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...

  • Capstone Partners Financial and Insurance Services

    Financial Advisor

    6 days ago

    Capstone Partners Financial and Insurance Services Los Angeles, United States

    Capstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...

  • Leah Yosef International

    Financial Advisor

    2 weeks ago

    Leah Yosef International Los Angeles, United States

    Full Service Multi-Family Office · OverviewBoutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership. · HighlightsHigh Net Worth and Ultra Hig ...

  • Wealth Enhancement Group

    Financial Advisor

    3 weeks ago

    Wealth Enhancement Group Los Angeles, United States

    Job Description: · About Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 83 offices nationwide and are rap ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Los Angeles, United States

    Job Description · Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve the ...

  • Selective Insight

    Financial Advisor

    2 weeks ago

    Selective Insight Los Angeles, United States

    Actively hiring · Financial Advisors · for our client, a · high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · Responsibilities · Drive the expansion of high ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago

    Northwestern Mutual Los Angeles, United States

    Unlimited Impact, Uncapped Income, and Independence · YOUR CAREER WITH NORTHWESTERN MUTUAL · At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objecti ...

  • Manhattan West

    Financial Advisors

    2 weeks ago

    Manhattan West Los Angeles, United States

    Manhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...

  • Manhattan West

    Financial Advisors

    3 weeks ago

    Manhattan West Los Angeles, United States

    Manhattan West Enterprise Company (Manhattan West) is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes inc ...

  • Manhattan West Enterprise Company, LLC

    Financial Advisor

    2 weeks ago

    Manhattan West Enterprise Company, LLC Los Angeles, United States

    Job Description · Job DescriptionDescription:Manhattan West Enterprise Company ("Manhattan West") is seeking a Financial Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternati ...

  • Capstone Partners

    Financial Advisor

    4 days ago

    Capstone Partners Los Angeles, United States

    Capstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, su ...

  • Atria Wealth Solutions

    Financial Advisor

    2 weeks ago

    Atria Wealth Solutions Los Angeles, United States

    Job Description · Job DescriptionCUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. · Los Angeles Police Federal Cred ...

  • Atria Wealth Solutions

    Financial Advisor

    1 week ago

    Atria Wealth Solutions Los Angeles, United States

    CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. · Los Angeles Police Federal Credit Union (LAPFCU) is a financial ...

  • Scotiabank

    Financial Advisor

    1 week ago

    Scotiabank Los Angeles, United States

    Requisition ID: · # · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · What your role will be... · Financial Advisor · At Scotiabank we help employees build their futures – where they can be themselves, a ...