Private Wealth Advisor Strategic View Advisors - 3.7 Manhattan Beach, CA Job Details Full-time $165,000 - $280,000 a year 9 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Qualifications Teamwork Customer relationship building CFP Series 7 Bachelor's degree Investment client management Securities Industry Essentials Customer relationship management FINRA License Series 63 Full Job Description Our goal is for our clients to Achieve Financial Peace of Mind™. We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $1 billion in assets•, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning. We are seeking an experienced and client-focused Private Wealth Advisor to join our team. This role involves working with existing clients to refine and update their financial plans, identifying new opportunities, and collaborating with internal teams to provide customized, comprehensive financial solutions. The ideal candidate is a

CERTIFIED FINANCIAL PLANNER

® professional with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals. Key Responsibilities Client Relationship Management Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape. Identify and recommend new planning strategies, investment opportunities, and financial solutions within client discussions. Build long-term client relationships, including potential referrals to second-generation clients and prospective clients. Financial Planning & Strategy Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients. Provide strategic input on financial plans, ensuring they align with the client's timeline, risk tolerance, and financial goals. Synthesize multiple areas of financial planning into a holistic strategy, including: Investment planning Retirement planning & income distribution strategies Estate planning concepts Insurance analysis (life, disability, long-term care) Asset & liability management Tax implications & optimization strategies Education funding & major purchase planning Business planning and succession strategies

Collaboration & Teamwork:

Partner with internal financial planners to design and deliver comprehensive financial plans. Advisors focus on strategy and execution of the plan. Work collaboratively within the firm to enhance client experience and optimize financial outcomes. Qualifications Bachelor's Degree

CERTIFIED FINANCIAL PLANNER

® professional designation Operates with a caring and collaborative attitude Ability to be in our Manhattan Beach office 3x/week (this is a hybrid role) 5+ years of experience in investment strategy, client relationship management, and financial planning within a broker-dealer or FINRA-registered environment. FINRA registration is required to be an advisor (minimum FINRA series 7, SIE, 63 (or 65,66) or willingness to obtain within the first six months) Strong consultative and communication skills Compensation & Benefits Compensation range: $165,000 - $280,000 , depending on experience and qualifications. Relocation costs may be covered. Comprehensive benefits package, which may include: Medical, dental, and vision insurance Retirement plan (e.g., 401(k)) Paid time off and holidays Additional wellness and professional development benefits Additional Information This position is classified as exempt under California wage and hour laws. Employment is at-will , meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law. Application Process If you are ready to embark on a rewarding career at Strategic View Advisors, we encourage you to apply via emailing your resume to . •As of June 2026. Figure refers to brokerage assets as a registered representative of Northwestern Mutual Investment Services, LLC (NMIS) and advisory assets as an Advisor of Northwestern Mutual Wealth Management Company (NMWMC). Assets under management (AUM) includes all discretionary and non-discretionary assets of the advisor

Job Type:

Full-time Pay:

$165,000.00 - $280,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Compensation Package:

Bonus opportunities

License/Certification:

CFP (Required) Ability to

Commute:

Manhattan Beach, CA 90266 (Required) Ability to

Relocate:

Manhattan Beach, CA 90266: Relocate before starting work (Preferred)

Work Location:

Hybrid remote in Manhattan Beach, CA 90266