This listing was posted on WizeHire.
Financial Planning Advisor
Location:
Anaheim, CA
Description:
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 Qualifications:• Valid FINRA Series 6, 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 Compensation: $100,000 yearly 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!
Company:
Northwestern Mutual
Posted:
October 25 on WizeHire
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Planning Advisor
Financial Planning Advisor is a Real estate Financial Planning Advisor Job at Northwestern Mutual located in Anaheim CA. Find other listings like Financial Planning Advisor by searching Oodle for Real estate Financial Planning Advisor Jobs.
Financial Planning Advisor is a Real estate Financial Planning Advisor Job at Northwestern Mutual located in Anaheim CA. Find other listings like Financial Planning Advisor by searching Oodle for Real estate Financial Planning Advisor Jobs.