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Financial Advisor
Location:
Los Angeles, CA
Description:
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations• Collaborate with clients to develop comprehensive financial plans and investment strategies tailored to their unique goals and needs• Utilize an open architecture planning process, giving you the flexibility to recommend a wide range of financial products and services• Benefit from ongoing mentorship from our experienced Wealth Management Advisor, providing guidance and support throughout your entire career journey• Stay at the forefront of industry knowledge through continuous training, education, and professional development opportunities provided by our company• Provide outstanding service and build long-term relationships with clients to ensure their financial success• Analyze and assess clients' financial situations and make data-driven recommendations• Leverage our great commission compensation structure, offering excellent earning potential and ongoing yearly residual streams Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial• A Bachelor’s degree in business administration, finance, or a related field is required• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary• A deep passion for financial planning and a commitment to delivering exceptional results for clients• Exceptional communication skills, enabling you to articulate complex financial concepts in a clear and understandable manner Compensation: $70,000 - $160,000 yearly About Company: Our mission is to empower clients to achieve their financial aspirations and secure their future. We are committed to providing personalized and comprehensive financial planning services that guide individuals and families toward financial stability, growth, and peace of mind. With unwavering integrity and expertise, we partner with clients on their unique financial journeys, helping them make informed decisions and live the lives they truly want to live. Unlocking Your Financial Potential: We don't just manage money; we empower your financial journey. Our personalized strategies, unwavering support, and cutting-edge insights provide the keys to achieving your dreams, securing your legacy, and conquering your financial goals. Discover the difference in financial planning that's not just about numbers, but about your life, your aspirations, and your prosperity.
Company:
Northwestern Mutual
Posted:
April 10 on WizeHire
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More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at Northwestern Mutual located in Los Angeles CA. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor is a Accounting & Finance Financial Advisor Job at Northwestern Mutual located in Los Angeles CA. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.