Personal Financial Planner
Company: Northwestern Mutual
Location: Pasadena
Posted on: October 23, 2024
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Job Description:
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 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 today!
Responsibilities:
--- Work directly with clients to compile financial profiles that
allow you to provide sound financial advice based on each person's
individual financial status, income, financial goals, and other
factors contributing to wealth management
--- Make strategic product, plan, and investment recommendations
and financial advice to help clients reach their monetary goals
--- Serve as a collaborative team player willing to further
development through continued training opportunities
--- Serve as a trusted advisor for new clients acquired through
proactive measures to seek, identify, and establish prospects
--- Customize financial plans for each client based on his or her
professional/work circumstances, life stage, and evolving financial
needs
Qualifications:
--- Valid FINRA Series 7 & 63/66 preferred but not required
--- Baseline knowledge about financial industry concepts, financial
products, and the role of a financial advisor is desired
--- Basic knowledge of computer programs including Microsoft
Office, financial planning software, Google Suite, CRM systems, and
related programs is needed
--- Requires a Bachelor's degree in business administration,
finance, or other related field
--- Stellar communication and math skills complemented by a proven
track record of building strong client relationships with existing
and prospective customers
About Company:
For over 160 years, we have helped our clients spend their lives
living through comprehensive and innovative financial planning. We
combine the expertise of our financial professionals with
personalized digital experience and industry-leading products to
give our clients the ability to successfully navigate their
financial lives.
Our tailored approach includes multiple financial
strategies-insurance, investments, and annuities-built to reinforce
each other, keeping our clients consistently on track to meet goal
after goal. We lead with unmatched financial strength and access to
the best products and services for our clients.
Our Financial Representatives are valued partners and proud
business owners. We value an inclusive and belonging environment
where everyone's different viewpoints bring new successes!
Keywords: Northwestern Mutual, Downey , Personal Financial Planner, Accounting, Auditing , Pasadena, California
Click
here to apply!
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