- 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
2 weeks ago
Northwestern Mutual Santa Monica Santa Monica, United States$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 ma ...
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Financial Planner
1 week ago
Northwestern Mutual Santa Monica Santa Monica, United States· 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 ...
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Financial Planner
1 week ago
Northwestern Mutual Santa Monica Santa Monica, United StatesDo 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 ...
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Personal Financial Planner
3 weeks ago
Northwestern Mutual Santa Monica Santa Monica, United States· Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...
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Personal Financial Planner
2 weeks ago
Northwestern Mutual Santa Monica Santa Monica, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our client ...
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Financial Planner
2 weeks ago
Creative Planning Los Angeles, United StatesThe Financial Planner is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor th ...
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Financial Planner
1 week ago
Virtus Investment Partners Los Angeles, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Job Description · Kayne Anderson Rudnick Investment Manag ...
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Financial Planner
1 week ago
Virtus Partners Los Angeles, United StatesKayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office. The successful candidate will work primarily with the firms Senior Financial Planner and se Planner, Financial Planning, F ...
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Financial Planner
1 week ago
Virtus Investment Partners Los Angeles, United StatesAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. · Are you ready to apply Make sure you understand all the re ...
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Financial Planner
3 weeks ago
Creative Planning Los Angeles, United StatesThe Financial Planner is responsible for the last five of six steps in the CFP Boards Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the ...
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Financial Planner
3 weeks ago
Fidelity Investments Seal Beach, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Planner
3 weeks ago
Fidelity Investments Seal Beach, CA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Wealth Planner/Certified Financial Planner
3 weeks ago
Harrison Gray Search and Consulting LLC Los Angeles, United StatesHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm. · Responsibilities · The Wealth Advisor/Certified Financial ...
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Wealth Planner/Certified Financial Planner
1 week ago
Harrison Gray Search & Consulting Los Angeles, United StatesJob Description · Job DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm. · Responsibilities · The Wea ...
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Planning Consultant
1 week ago
Fidelity Investments Santa Monica, United States**Planning Consultant**: · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports eac ...
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Project Planner
2 weeks ago
Syneos Health Commercial Solutions Santa Monica, United States**Description** · **You know that the outcome of a project hinges on two things: the plan and the people.** · You are the glue that holds these two together. You easily maneuver the precarious path of maintaining the strategy and pace of a project, while keeping your team engaged ...
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Construction Project Manager
1 week ago
CEDARS-SINAI Marina del Rey, United StatesAlign yourself with an organization that has a reputation for excellence Cedars-Sinai was awarded the National Research Corporation's Consumer Choice Award 19 years in a row for providing the highest-quality medical care in Los Angeles. We also were awarded the Advisory Board Com ...
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Event Planner
2 weeks ago
Becker and the Co Beverly Hills, United States**About us** · We are agile, agile, innovative and our goal is to Transform special moments for the clients into unforgetteble memories. · Our work environment includes: · - Growth opportunities · - Casual work attire · - On-the-job training · - Lively atmosphere · - Safe work en ...
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Allocation Analyst
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Fabletics El Segundo, United StatesJob Description · Fabletics is currently looking for an Allocation Analyst for our rapidly growing retail business. · How Do You Fit In? · This position will report to the Allocation Manager. · What you will do: · - Facilitates and executes the allocation analysis to distribute i ...
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Mental Health America of Los Angeles Long Beach, United StatesMental Health America of Los Angeles (MHALA) has been a pioneer in mental health service, advocacy, innovation, and training for nearly a century, working to ensure that people with mental health needs achieve meaningful, healthy lives in their communities. · MHALA is among the ...
Financial Planner - Santa Monica, United States - Northwestern Mutual Santa Monica
Description
Job Description
Job DescriptionDo 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 todayCompensation:$70,000 - $170,000 yearly
Responsibilities: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.
