Financial Representative
Northwestern Mutual, California, MO, United States
Our Orange County office is seeking a highly motivated and driven individual to join our team as a Financial Advisor. If you are looking for a rewarding career and are passionate about helping others achieve their financial goals, this opportunity is for you!
About the Company: Northwestern Mutual is a 168-year-old, Fortune 500 financial institution that manages over 340 billion dollars' worth of assets. Today, we’re focused on working with families, individuals, and small business owners on their long-term financial goals. We tackle big life problems with our clients by providing solutions for wealth management, risk management, retirement planning, estate planning, and tax efficient strategies.
About the Role: As a Financial Advisor, you will build long-lasting relationships, offer guidance in the field of finance, and provide solutions to help clients meet their financial goals and objectives. A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the transferable skillsets that we know make successful advisors--communication and listening skills, trustworthiness, and above all integrity.
Build Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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.
Desired Skills and Experience:
4-year degree; or equivalent professional work experience
Prior sales and/or business development experience preferred
Desire for continuous learning and collaboration
Entrepreneurial ambitions and self-starter mindset
Strong interpersonal and communication skills
High levels of integrity and trustworthiness
Must be located within commuting distance of Irvine, CA 92612
Consistently ranked in the Fortune 500 list
OC Business Journal as 'Best Place to Work' for 2023, 2024 and 2025
Glassdoor 'Best Places to Work' for 2026
Fortune Magazine 'World's Most Admired Companies'
Named one of the '50 Best Places to Launch a Career' by BusinessWeek magazine
The Training MVP Award in 2024, 2025, and 2026
Received the highest financial strength ratings amongst all major credit agencies
#J-18808-Ljbffr
About the Company: Northwestern Mutual is a 168-year-old, Fortune 500 financial institution that manages over 340 billion dollars' worth of assets. Today, we’re focused on working with families, individuals, and small business owners on their long-term financial goals. We tackle big life problems with our clients by providing solutions for wealth management, risk management, retirement planning, estate planning, and tax efficient strategies.
About the Role: As a Financial Advisor, you will build long-lasting relationships, offer guidance in the field of finance, and provide solutions to help clients meet their financial goals and objectives. A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the transferable skillsets that we know make successful advisors--communication and listening skills, trustworthiness, and above all integrity.
Build Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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.
Desired Skills and Experience:
4-year degree; or equivalent professional work experience
Prior sales and/or business development experience preferred
Desire for continuous learning and collaboration
Entrepreneurial ambitions and self-starter mindset
Strong interpersonal and communication skills
High levels of integrity and trustworthiness
Must be located within commuting distance of Irvine, CA 92612
Consistently ranked in the Fortune 500 list
OC Business Journal as 'Best Place to Work' for 2023, 2024 and 2025
Glassdoor 'Best Places to Work' for 2026
Fortune Magazine 'World's Most Admired Companies'
Named one of the '50 Best Places to Launch a Career' by BusinessWeek magazine
The Training MVP Award in 2024, 2025, and 2026
Received the highest financial strength ratings amongst all major credit agencies
#J-18808-Ljbffr