Financial Advisor / Sales Opportunity (Training & Licensing Provided)

About Us: Northwestern Mutual has been helping clients achieve financial security for over 160 years. As a leading financial services firm, we are committed to providing comprehensive and personalized financial planning services to individuals, families, and businesses. Our Downtown San Diego, California office is one of the top offices in the country, based on new Financial Advisor performance, and is now seeking to add to our dynamic and driven team.

Job Overview: As a Financial Advisor you will be responsible for helping clients navigate their financial journey by providing expert advice and comprehensive financial planning services. This role involves developing your own financial planning practice by building and maintaining client relationships, analyzing financial situations, and developing customized strategies to help clients achieve their financial goals.

**In-depth Sales & Industry Training, Mentorship, and Licensing is provided to new advisors by Northwestern Mutual.

Key Responsibilities:

• Sales and Business Development: Proactively identify opportunities to expand your client base and increase assets under management, including the development of personal networking and outreach strategies.
• Financial Analysis: Conduct in-depth financial analyses to assess clients' current financial situations. Evaluate investment portfolios and recommend adjustments based on clients' objectives.
• Financial Planning: Develop comprehensive financial plans tailored to meet clients' specific needs and goals. Provide guidance on retirement planning, investment strategies, estate planning, and risk management.
• Strategic Advising: Educate clients on various financial products, investment options, and wealth-building strategies.
• Client Relationship Management: Build and maintain strong, long-term relationships with clients. Understand clients' financial goals, risk tolerance, and unique circumstances.
• Team Collaboration: Collaborate with a team of financial professionals to leverage expertise and resources.

Qualifications:

• Bachelor's degree.
• Minimum of 3-5 years of experience and success in high volume sales environment.
• Strong interpersonal and communication skills.
• Proven track record of building and maintaining client relationships.
• Basic knowledge of & desire to learn more about financial markets, investment products, and financial planning strategies.

Compensation:

• We provide an extremely competitive bonus structure and uncapped commissions along with a comprehensive benefits package including health insurance, pension plans, and continued education opportunities.

Job Type: Full-time

Pay: $85,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Ability to Relocate:

• San Diego, CA 92101: Relocate before starting work (Required)

Work Location: Hybrid remote in San Diego, CA 92101