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Entry-Level Financial Advisor
Entry-Level Financial AdvisorNorthwestern Mutual - LA • Calabasas, CA, US
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Northwestern Mutual - LA • Calabasas, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Begin your journey as an Entry-Level Financial Advisor with us at Northwestern Mutual, where you'll empower individuals and families to achieve their financial goals. You'll be part of a team that values collaboration and growth, providing you with the tools and support to succeed. As you develop meaningful relationships with clients, you'll offer personalized financial strategies that make a difference in their lives. Our commitment to your professional development means you'll receive ongoing training, mentorship, and opportunities to advance your career.

Compensation :

$65,000 - $90,000 yearly

Responsibilities :

  • Engage with clients to understand their financial goals and aspirations, ensuring personalized advice that aligns with their needs.
  • Develop and maintain strong relationships with clients, fostering trust and long-term partnerships.
  • Analyze financial data and market trends to provide clients with informed and strategic financial recommendations.
  • Collaborate with team members to share insights and strategies, enhancing the overall client experience.
  • Utilize company resources and tools to create comprehensive financial plans tailored to each client's unique situation.
  • Stay informed about industry developments and regulatory changes to ensure compliance and offer up-to-date advice.
  • Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet evolving goals.

Qualifications :

  • Experience in customer service or client-facing roles, demonstrating strong interpersonal skills.
  • Ability to analyze financial data and market trends, providing strategic recommendations.
  • Proven track record of building and maintaining long-term client relationships.
  • Strong communication skills, both verbal and written, to effectively convey complex information.
  • Ability to work collaboratively within a team, sharing insights and strategies for client success.
  • Proficiency in using financial planning tools and software to create tailored client solutions.
  • Commitment to ongoing professional development and staying informed about industry changes
  • About Company

    Northwestern Mutual’s mission is to free Americans from financial anxiety by helping them achieve financial security through comprehensive planning, wealth management, and insurance. As a mutual company without shareholders, its core values focus on long-term, policyowner-driven growth, building trust through transparency, and creating a positive impact on communities and the environment.

    Mission and Vision

  • Mission :  To help people achieve financial security.
  • Vision :  To be the pre-eminent financial security firm that creates a lasting legacy for future generations.
  • Focus :  Shifting from just profit to fostering a "better way to tomorrow," providing security, and reducing the wealth gap.
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    EntryLevel Financial Advisor • Calabasas, CA, US

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