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Northwestern Mutual - Bakersfield
Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,308 / year median in California
-0% projected decline
Job Description
Financial Advisor Northwestern Mutual
- Bakersfield Bakersfield, CA Job Details Full-time $70,000
- $85,000 a year 15 hours ago Benefits Health insurance Dental insurance 401(k) Pension plan Vision insurance Professional development assistance Life insurance Retirement plan Qualifications Teamwork Sales Customer service Bachelor's degree Business management Associate's degree Time management Full Job Description Financial Representative Financial Representatives at Northwestern Mutual Bakersfield help their clients live more and worry less through our personalized approach to financial planning.
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis As a
Northwestern Mutual Financial Representative:
Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. 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 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 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 joinNorthwestern 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 Companies2 for 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 InvestmentNews, 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 are Independent Contractors whose income is based solely on production.Pay:
$70,000.00- $85,000.