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Financial Representative

Northwestern Mutual
  • Los Angeles, CA
    Today

    Job Description

    Job Description

    The Woodland Hills Northwestern Mutual office is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

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    Responsibilities:

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    • Build and maintain long-term relationships with clients by providing financial planning services
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    • Conduct client meetings to assess their financial needs, goals, and risk tolerance
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    • Develop and implement financial plans to help clients achieve their financial objectives
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    • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
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    • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
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    • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
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    • Meet regularly with clients to review their financial plans and make adjustments as necessary
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    • Generate new business through networking and referrals
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    At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

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    We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.

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    We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission-only role, there is no cap on your earning potential, providing unlimited opportunities for top performers.

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    Compensation & Benefits

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    • Commission structure to support early development
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    • Renewable income
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    • Bonus programs and expense allowances
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    • Support for insurance licensing, SIE, Series 7, Series 63, CFP®, and more
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    • Retirement Package and Pension Plan
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    • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
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    • Family Planning
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    You could be right for this opportunity if you have:

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    • 4-year degree; or equivalent professional work experience
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    • Entrepreneurial ambitions
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    • History of success in sales, athletics, military, client services, or client-facing roles
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    • Excellent communication and interpersonal skills
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    • Strong attention to detail and ability to analyze complex financial data
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    • Demonstrated ability to build and maintain client relationships
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    • Excellent time-management skills
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    • Desire for continuous learning
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    • Legal authorization to work in the US without sponsorship
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    If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!

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    About Us

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    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.

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    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.

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    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!

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    Why join Northwestern Mutual:

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    • Fortune 100 company
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    • Forbes' Best Employers for Diversity
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    • Top 10 US Independent Broker-Dealers1
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    • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
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    • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
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    • $224 billion3 (retail investment client assets held or managed)
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    Numbers & Facts

    LocationLos Angeles, CA
    IndustryFinancial Services
    Company Size5,000 to 9,999 employees
    Year Founded1857
    Websitehttps://www.northwesternmutual.com/

    About Company

    Who We Are

    What we believe.

    We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
    These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

    We’re known for our financial strength.

    That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

    We care.

    We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


    Why Work Here

    We’re strong and growing.

    In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

    We invest in our people.

    We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

    Be part of building our future.

    We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

    Enjoy Milwaukee.

    Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


    Our Culture

    We are always evolving.

    At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

    We do what’s right.

    Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

    We recognize and develop possibilities in our people.

    Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

    Diversity makes us better.

    We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

    Skills

    • Accountingunmatched
    • Asset Managementunmatched
    • Athleticsunmatched
    • Campaignsunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Disability Insuranceunmatched
    • Diversityunmatched
    • Entrepreneurshipunmatched
    • Family Planningunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Planningunmatched
    • Financial Riskunmatched
    • Financial Servicesunmatched
    • Financial Trend Analysisunmatched
    • Insuranceunmatched
    • Interpersonal Skillsunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Legalunmatched
    • Licensingunmatched
    • Life Insuranceunmatched
    • Mentoringunmatched
    • Militaryunmatched
    • Needs Assessmentunmatched
    • People Managementunmatched
    • Retailunmatched
    • Retirement Planunmatched
    • Riskunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Series 63unmatched
    • Series 7unmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Training Programunmatched
    • Vision Planunmatched

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