Entry-Level Financial Specialist

Job Description

Job Description

At the Wolfe District of Northwestern Mutual - Calabasas we are looking for a few key individuals to join us during this exciting ground-floor phase of our growth. This is a unique opportunity to be part of our growth and help shape the future of our district. Our brand new office is located : 23975 Park Sorrento, Ste 410, Calabasas, CA 91302

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

Meet Some of Our Local District Leaders, the Heartbeat of Our Business :

Jaqilyn Wolfe, Managing Director / Financial Advisor :

• How long with NM? 7 years.
• Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP and ChFC.
• Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.

Mike Waxberg, Private Wealth Advisor :

• How long with NM? Over 27 years.
• Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys and corporate executives.
• Passionate about : Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.

Jason Melvin, Financial Advisor :

• How long with NM? Over a decade.
• Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.
• Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.

About the Role :

At the Wolfe District of Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Education : A bachelor's degree (helps if a business, finance, or related field but not required).
• Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits :
• Stipend
• Income Potential : Competitive compensation structure including performance incentives, with no ceiling and the opportunity to earn a significant stipend in year 1, with unlimited upside potential beyond the stipend..
• Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jaqilyn Wolfe is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.