Job description
Financial Representative/Wealth Management Advisor
Financial Representatives at Northwestern Mutual Santa Monica help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset Income Protection - Education Funding - Investment Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Compensation Benefits
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
Are you ready to change your life and the lives of your clients? Apply now!
About Us
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!
Why join Northwestern Mutual:
- #90, Fortune 100 company (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 10 US Independent Broker-Dealers1
- #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
- $224 billion3(retail investment client assets held or managed)
- 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.
- 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
- 3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives income is based solely on production.
Compensation:$60,000 - $170,000 yearly
Responsibilities:- Grow new business by generating a prospective customer base and advertise our financial products via referrals
- Customize financial plans for each client based on their evolving financial needs
- Cultivate and maintain long-term relationships with clients to continue to provide excellent customer service and remain top of mind should new financial needs arise
- Determine each client’s financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
- Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
- Proactively build a clientele base through referrals, networking and targeted outreach
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Northwestern Mutual Santa Monica is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered.
With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.
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