Financial Advisor, Insurance & Investment Planning
Overview
As a Financial Advisor at Northwestern Mutual, you will own the client relationship lifecycle in a commission-only role with earning potential between $100,000 and $200,000 annually. You will deliver comprehensive financial planning, investment management, and insurance solutions to clients in the Woodland Hills area. Our office pairs you with a strong mentorship culture and collaborative team of experienced professionals, including attorneys and accountants. This role stands out for its award-winning training programs and the opportunity to build a long-term practice backed by a Fortune 100 company.
What You'll Do8
- 1Build and maintain long-term client relationships by delivering personalized financial planning services.
- 2Conduct client meetings to assess financial needs, goals, and risk tolerance, then craft tailored strategies.
- 3Develop and implement financial plans that align with each client's objectives, using CFP-level expertise.
- 4Provide investment advice and manage client portfolios to ensure alignment with risk tolerance and goals.
- 5Stay current on financial trends and products to offer the most relevant advice.
- 6Collaborate with professionals like attorneys and accountants to deliver holistic planning.
- 7Meet regularly with clients to review and adjust their financial plans based on changing life events.
- 8Generate new business through strategic networking and referrals from existing clients.
Requirements10
- 14-year degree or equivalent professional work experience.
- 22+ years in sales, athletics, military, client services, or client-facing roles.
- 3Demonstrated ability to market and network with potential clients.
- 4Business-minded with a history of achieving measurable results.
- 5Strong communication and interpersonal skills for client interactions.
- 6Attention to detail and the ability to analyze complex financial data.
- 7Proven track record of building and maintaining client relationships.
- 8Excellent time-management skills with a self-driven work ethic.
- 9Desire for continuous learning and professional development.
- 10Legal authorization to work in the US without sponsorship.
Salary Insight
$100 - $200k per year
Location
Required Skills
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