Jobs
>
San Diego

    Financial Advisor - San Diego, United States - Northwestern Mutual

    Default job background
    Description

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way.

    Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

    The advisor career with Northwestern Mutual allows one the opportunity to:

    • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
    • Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself
    • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

    Desired Skills and Experience:

    • BA or BS degree from a four-year institution preferred
    • Candidate must be an accomplished communicator with strong verbal and written skills
    • Prior sales and/or business experience preferred and possess a history of personal and professional success.
    • Prior financial services experience not needed -- extensive training platform provided.

    ** Must be located in greater San Diego county or already planning to move here imminently**

    While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

    • Uncapped Income Potential
    • Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
    • Leadership Opportunities
    • Sponsorship of Licensing/Credentialing
    • Robust development bonuses to aid as you launch your business
    • Expense Allowance
    • Comprehensive Medical, Dental and Vision Coverage
    • Retirement Package; Pension Plan
    • Group Life and Disability Income Insurance

    Benefits:

    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Parental leave
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay
    • Renewals/residual income

  • Root Financial Partners

    Financial Advisor

    1 week ago


    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial ...

  • Northwestern Mutual

    Financial Advisor

    2 days ago


    Northwestern Mutual San Diego, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...

  • PNC Financial Services Group

    Financial Advisor

    4 days ago


    PNC Financial Services Group San Diego, United States

    Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago


    Northwestern Mutual San Diego, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...

  • Manhattan West

    Financial Advisors

    3 days ago


    Manhattan West San Diego, 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 ...

  • Root Financial Partners

    Financial Advisor

    6 days ago


    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago


    Northwestern Mutual San Diego, United States

    Our Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financia ...

  • Root Financial Partners

    Financial Advisor

    1 week ago


    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...

  • Northwestern Mutual

    Financial Advisor

    4 days ago


    Northwestern Mutual San Diego, United States

    Our Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financi ...

  • Northwestern Mutual La Jolla office

    Financial Advisor

    1 week ago


    Northwestern Mutual La Jolla office San Diego, United States

    Job Description · Job Description · Must be in San Diego or willing to relocate to the San Diego area. · Business Location: · La Jolla, CA · Pay: $80, $200,000.00 per year (Bonuses, commission, and benefits) · The first 6 months will be in office, position will move to "hybri ...

  • Baron Meddy, Inc.

    Financial Advisor

    1 week ago


    Baron Meddy, Inc. San Diego, United States

    About Us · Baron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies. We are committed to providing cutting-edge solutions that empower our clients to thrive in an increasingly digital world. Wit ...

  • Banner Bank

    Financial Advisor

    1 week ago


    Banner Bank San Diego, United States

    As a Financial Advisor with Banner Bank you will be responsible for business development, relationship management, and client experience within an assigned geography. Assist current and potential clients with investment needs, using non-FDIC insured securities and insurance produ ...

  • Priority Financial Group

    Financial Advisor

    22 hours ago


    Priority Financial Group San Diego, United States

    Role: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through th ...

  • International Staff Consulting

    Financial Advisor

    1 week ago


    International Staff Consulting San Diego, United States

    Are you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago


    Northwestern Mutual San Diego, United States

    *Must be in San Diego or willing to relocate to San Diego area. · Our La Jolla, CA office is growing and looking to add Advisors to the firm Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwes ...

  • Talent Focus

    Financial Advisor

    1 week ago


    Talent Focus San Diego, United States

    Talent Focus is helping a high-profile, international wealth management institution, identify high calibre Trainee Financial Advisors for their Private Client practices in San Francisco, San Diego and Los Angeles. · Once qualified, you will act as a financial confidant to your c ...

  • PNC Financial Services Group

    Financial Advisor

    1 week ago


    PNC Financial Services Group San Diego, United States Full time

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...

  • Priority Financial Group

    Financial Advisor

    1 week ago


    Priority Financial Group San Diego, United States

    Role: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through t ...

  • PNC Financial Services Group

    Financial Advisor

    3 days ago


    PNC Financial Services Group San Diego, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...

  • Banner Bank

    Financial Advisor

    1 week ago


    Banner Bank San Diego, United States

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · ...