Financial Representative (Carlsbad, California)

Learn more about Northwestern Mutual
Northwestern Mutual

Northwestern Mutual

Financial Representative (Carlsbad, California)

Carlsbad, CA
Full Time
Paid
  • Responsibilities

    Financial Advisor

    Our Carlsbad financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting “career changers” – these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is required; we have a robust training and development program.

    A successful applicant has experience in business development or sales, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures.

    The Financial Advisor career with Northwestern Mutual allows one the opportunity to:

    • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
    • Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
    • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

    Desired Skills and Experience:

    • BA or BS degree from a four-year institution preferred.
    • Candidate must be an accomplished communicator with strong verbal and written skills.
    • Prior sales and/or business experience preferred.
    • Candidate must also possess a history of personal and professional success.
    • Prior financial services experience not needed -- extensive training platform provided.

    Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies:

    • A.M. Best: A++
    • Fitch Ratings: AAA
    • Standard & Poor’s: AA+
    • Moody’s Investors Service: Aaa

    While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

    • Exceptional Income Potential
    • Flexibility of your schedule – it is not necessary to come into the office daily, you determine your calendar
    • Leadership Opportunities
    • Sponsorship of Licensing/Credentialing
    • Development Stipends
    • Expense Allowance
    • Comprehensive Medical Coverage
    • Retirement Package; Pension Plan
    • Group Life and Disability Income Insurance

    Northwestern Mutual (NM) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates. NM is not a partnership or legal entity. Securities provided through Northwestern Mutual Investment Services, LLC, 515 S. Flower Street, 33rd Floor, Los Angeles, CA 90071, (213) 243-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member NASD and SIPC. NM is not a broker-dealers or registered investment advisers.

    Job Type: Full-time

  • Benefits

    401(k) Dental insurance Flexible schedule Health insurance Life insurance Parental leave Vision insurance

  • Industry
    Financial Services
  • About Us

    Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.