Financial Representative Northwestern Mutual - 3.7 Irvine, CA Job Details Full-time $100,000 - $150,000 a year 20 hours ago Benefits Disability insurance Health insurance Dental insurance Work from home Parental leave Vision insurance Flexible schedule Qualifications Financial sales Business development Bachelor's degree Client services Estate planning Full Job Description About Northwestern Mutual Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years. Position Overview Northwestern Mutual's Orange County office is seeking a motivated professional to join our team as a Financial Advisor. In this role, you will work directly with clients to help them identify financial goals, develop comprehensive financial plans, and implement strategies designed to support their long-term objectives. Whether you are experienced in financial services or transitioning from another profession, you will have access to training, mentorship, and professional development resources designed to help you build a successful practice . Responsibilities Develop and maintain relationships with new and existing clients Conduct discovery-based meetings to understand clients' financial situations, goals, and priorities Create and present personalized financial planning recommendations Provide guidance related to investment planning, risk management, retirement planning, and estate considerations Stay current on financial products, industry developments, and market trends Obtain and maintain required licenses and registrations Review client plans regularly and recommend adjustments as circumstances change Collaborate with specialists and other professionals when appropriate to meet client needs Build and manage your own client base and business over time Qualifications Bachelor's degree or equivalent professional experience Prior experience in sales, business development, client service, or relationship management preferred Strong communication and interpersonal skills Ability to build trust and maintain professional client relationships Self-motivated with a willingness to learn and develop professionally Strong ethical standards and professional judgment Interest in personal finance, wealth management, or financial planning What We Offer Comprehensive training and professional development programs Mentorship from experienced advisors and financial professionals Sponsorship for required licensing and registrations Access to planning tools, technology, and support resources Opportunities for professional growth and practice development Competitive compensation structure with income tied to performance Recognition Northwestern Mutual has been recognized by various organizations for its workplace culture, training programs, and financial strength, including:

Fortune:

top 110 ranking

OC Business Journal:

"Best Place to Work" 2023, 2024 and 2025

Glassdoor:

"Best Places to Work" 2026

Fortune Magazine:

"World's Most Admired Companies"

BusinessWeek Magazine:

One of the "50 Best Places to Launch a Career"

Training Magazine:

"MVP Award" (formerly "APEX Award") 2024, 2025, and 2026 Highest financial strength rating from all four major credit agencies

Pay:

$100,000.00 - $150,000.00 per year

Benefits:

Dental insurance Disability insurance Flexible schedule Health insurance Parental leave Vision insurance Work from home Ability to

Commute:

Irvine, CA 92612 (Required)

Work Location:

Hybrid remote in Irvine, CA 92612