The following companies have contacted us looking to hire either current students or recent graduates. Click on each listing for more information. This page was last updated on May 14th, 2018 and is believed to be current. If you are interested in learning more or applying, please contact these companies directly. If you are a company interested in posting a job opportunity, please contact sdsufpa@gmail.com.


Financial Planning Intern (HoyleCohen)

Start Date: Summer 2018 preferred

Summary:
This is a paid internship position (for our San Diego office) that will support the Financial Planning Department and Wealth Advisors directly in servicing the existing and prospective clients of the firm. This internship has the potential to lead to a full time position. You will have the opportunity to be involved in the creation of Financial Plans from start to finish. You will eventually be expected to perform various tasks including preparing financial projections using financial planning software applications. You must have the ability to utilize critical thinking skills and work within a team, as well as, independently. Qualified candidates will be detail oriented and have a high degree of follow through.

Job Duties & Responsibilities:

  • Assist in the analysis and development of financial plans.
  • Enter client data into financial planning software.
  • Track financial planning process and prepare drafts of correspondence.
  • Print and bind financial plans for advisors.
  • Support Financial Planning Department with ad hoc initiatives.
  • Create Social Security Timing reports.
  • Perform projects as needed including research for firm’s articles, industry and regulatory developments, and best practices.
  • Help us stay current by attending online conferences and continuing education events.
  • Keep track of all supplies needed for the department to function.
  • Assist in documentation of the firm’s financial planning services and procedures.
  • Perform general office duties including drafting correspondence, reports, scanning, filing, organization and keeping the office clean and organized.

Requirements & Qualifications:

  • Bachelor’s Degree, or higher, in Financial Services (or related degree).
  • Recent graduate or graduating 2018 – 2019.
  • In the process or on track to obtain CFP designation.
  • Excellent attention to detail and accuracy.
  • Strong financial and math analytical skills.
  • Strong verbal and written communication skills.
  • Highly proficient with Microsoft Excel, Word, and PowerPoint and familiarity with MoneyGuidePro preferred.
  • Highly organized, able to learn quickly, motivated by challenges and complex problem solving.
  • Able to work both independently and on a team.
  • Hold yourself to the highest professional standards.
  • Upbeat, energetic, positive, and mature attitude.
  • High level of interpersonal skills to handle sensitive and confidential situations.
  • Excellent personal and professional references.
  • Can pass a background check.

If interested, please send information to Vernon.Eberly@hoylecohen.com

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Associate Advisor (Sebastopol) (Santa Monica location also available)

We are looking for Associate Financial Advisors for our Sebastopol office. What is an Associate Advisor at Abacus, you ask? Our Associates are more like apprentices than support staff, and go through a rigorous two-year program where they learn to be a financial advisor, and not just any advisor… an Abacus Advisor.

How to Succeed

You will…

  • Join client meetings where you will take notes and make sure all follow-up items are completed on time. Your project management skills are super-duper.
  • Deeply learn our financial planning software. You’ll do all the data entry for financial plans for our clients. We’re in the process of choosing new software, so you’ll also be very adept at learning new systems quickly.
  • Manage a large number of open requests at once and have the flexibility to manage shifting priorities. Seriously, you might have 50 open items on your list and be working on 5 financial plans at once. You’ll never miss a due date.
  • Support your advisory team in the planning process and make them trust you implicitly.
  • When sitting in on client meetings, you may need to quickly come up with new scenarios on the fly. Rapid action is key to this position. Responding like a deer caught in headlights is not a good move.
  • Help on special projects, like Excel analysis and research.
  • Transition to Lead Advisor within a couple of years, depending on how quickly you can learn and advance. The career path is there and waiting for you. Your success is up to you.

How to Excel

Oh, you want to be the best Associate Advisor we have ever had? Here’s how:

  • Intuit the various planning scenarios that your team wants to run for your clients.
  • Your writing puts Hemingway to shame, and Sir Ian McKellan comes to you for advice on oration.
  • When asked for a status report on open requests, you either can rattle off the current state of each request from memory, or you smile and say, “It’s all finished!” Of course, nobody would ever ask you for a status update because you’ve proactively made sure that, before they had a chance to wonder how things were going, you’ve already called them.
  • Your team and your clients cry when you go on vacation because they’ll miss you.
  • You’ve redesigned the data gathering process such that clients spend 18.6% less time and the process is done 2,076 minutes sooner.
  • You frequently win bar bets on financial planning trivia and theory.

Nice to Haves

If you are a CFP® certificant or at least have passed the exam, you’re ahead of the pack. If you haven’t passed the CFP® exam yet, no worries, but you’ll be expected to start the process immediately. Experience with NaviPlan (or another financial planning software) would help you hit the ground running. Knowing at least two strategies for reducing tax on ISOs and the best way to structure a GRAT strategy is super cool.

The first year compensation for this position is $55,000 (not including benefits.)

Client Service Associate (Cetera Advisor Networks)

Position overview:  We are privately held, independent financial planning firm in Mission Valley that has been blessed with consistent growth. We have a friendly, “family-like” atmosphere which emphasizes respect and appreciation for all team members. We are currently seeking a Client Service Associate (CSA). The CSA will provide high quality administrative assistance to the financial planner and exceptional service to clients.  This person will be a valued member of a small team office environment.

Client Service Associate’s duties include:

  • Developing a strong rapport with clients
  • Responding to client phone calls, e-mails and questions
  • Processing new account, transfers and distribution paperwork
  • Proactively updating clients on status of transactions
  • Preparing client reviews and updates
  • Coordinating client newsletter and other communications
  • Managing firm’s website content and social media presence
  • Developing and maintaining documented workflows

Required Qualities and Skills:

The successful candidate will possess the following:

  • Positive, professional attitude at all times
  • Personal integrity and ability to discreetly handle confidential data
  • Hard work ethic
  • Strong detailed orientation
  • Ability to express thoughts clearly, concisely and in a professional manner in both speaking and writing
  • Strong computer literacy skills and proficient in Microsoft Excel and Word
  • Adept at organization and prioritization
  • Strong business mathematical and analytical skills
  • Nature to thrive in a small team environment

Desired Experience:

Ideally, the candidate should have at least three years experience in the financial services industry, extensive experience dealing directly with clients, and be licensed with a Series 7 and 66.

Full-time position, competitive pay, medical benefits, retirement plan

 

Contact sdsufpa@gmail.com for more information on this position.

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Financial Planning & Advisor Resource Center (ARC) Coordinator

The Wealth Consulting Group (WCG) is a leading independent wealth management firm headquartered in
Las Vegas with offices located throughout the United States. We are a dynamic company in a growth
phase of our business and looking to rapidly gain market share in the locations where we have offices. We
believe in a collaborative environment rewarding individual results within a team effort. Our culture
combines the best of traditional financial services models with the flexibility and swiftness of modern day
technology firms.

SUMMARY OF POSITION
Supports all Advisor Resource Center (ARC) functions within the organization. The ARC is a department
that helps support financial advisors in an effort to increase their billable hours and save them valuable
time. This position is responsible for providing services to advisors as supported by the ARC, with an
emphasis on executing a dependable workflow for the financial planning process. This is a support based
position that will reinforce the ARC’s initiatives. This position is entry level and is not a sales position in any
capacity.
Company offers a comprehensive benefits package that includes: medical and dental insurance, disability
insurance, paid time off, retirement plan, and flexibility

JOB DUTIES & RESPONSIBILITIES

  1. Financial Planning
    1. Enter client data into financial planning software
    2. Communicate with clients as necessary to obtain financial data
    3. Manage workflow between planner and financial planning specialist/director
    4. Track financial planning process and prepare correspondence
    5. Print, bind, and mail financial plans to corresponding advisors
    6. Train advisors/advisors assistants on financial planning software usage and functionality
  2. Advisor Resource Center
    1. Provide the following from various software:
      1. Morningstar reports
      2. Forefield and Backroom Technician education pieces and calculators
      3. Social Security Timing reports
    2. Maintain and manage all client financial websites which includes teaching clients how to use
      it
    3. Keep track of all supplies needed for the department to function
    4. Support department with any other initiatives as determined by the Financial Planning
      Specialist and/or Director

Employment Requirements

  • Bachelor’s Degree in business or in process of obtaining (emphasis in financial services a plus)
  • Knowledge of eMoney and/or Morningstar Workstation a plus
  • Interest or experience in financial services
  • Highly organized, able to learn quickly and proficiently and communicates well
  • Able to work both independently and on a team
  • Desire to obtain CFP designation in the future a plus

Contact sdsufpa@gmail.com for more information on this position.

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WestPac Wealth Partners Internship (Juniors and Seniors)

An open house will be held at their office on Tuesday, February 27th from 4:00-7:00pm. The address is 4275 Executive Square Suite 800, La Jolla, CA. This will be a great opportunity to learn more about the internship opportunity.

The internship will be a nine month program where everyone will be licensed before June and from there, it will be a summer internship program. The goal will be for each intern to have a full time job and be fully licensed by graduation.

If you have any further questions, please contact SDSUFPA@gmail.com

Relationship Manager/Associate Wealth Advisor

The Gensler Group, a Wealth Management firm, is seeking an experienced, motivated and energetic professional to assume the role of Relationship Manager/Associate Wealth Advisor in our Coronado, CA office. Join our team of professionals in a culture that empowers its employees to be an integral part of a unified team, contributing to the value and success of our organization.

Summary

The Relationship Manager/Associate Wealth Advisor is an integral part of the organization. They will provide financial planning and relationship management to the firm’s small to mid-size clients. Approximate account size $250,000 to $1,000,000. This will allow the Senior Wealth Advisor to focus on the more complex client situations. Candidate must be highenergy person.

Responsibilities

  • Provide positive and professional service to the client base assigned
  • Handle all communication with the client base including phone calls, emails, and meetings
  • Attend all client meetings and be responsible for all followup activities
  • Build and maintain a relationship with the client base with the main focus on service and operations
  • Assist in developing annual client review materials
  • Assist the Senior Wealth Advisor as requested
  • Interact with the firms operations team on all planning and follow up
  • Develop and maintain written systems of all activities
  • Attend all training and information sharing meetings scheduled for the operations team
  • Maintain all continuing education requirements of a wealth advisor plus required training elements
  • Attend all firm client events
  • Knowledge, Skills & Abilities
  • Excellent interpersonal skills
  • Excellent communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • Ability to handle multiple tasks and handle stress
  • Clean U-4 and U-5 history
  • Bachelor’s degree or higher strongly preferred

Helpful

  • CFP®
  • FINRA Series 7, 63, 65 or 66
  • 3 to 5 or more years of investment advisory experience

Benefits

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, and a great working environment in a professional Coronado office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on healthy living.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Please Contact Lorie (Cook) Perry, Branch Operations Supervisor (lorie@genslergroup.com) with your resume to be considered for the position. 

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JW Harrison Financial Advisors

Associate Financial Planner Position

We are an independent fee-only Wealth Management firm in Walnut Creek, CA (the San Francisco Bay Area) seeking an Associate Financial Planner to join our team. We provide comprehensive, holistic, financial planning and investment management services for individuals, families, and business owners.

Students graduating in December 2017 or May 2018 are highly encouraged to apply.

Position Overview

This is a professional position that will assist in the creation of complex and comprehensive financial recommendations. You will be involved in the entire client engagement and will be encouraged to grow into a Senior Planner role. To be successful, you must have the ability to utilize critical thinking skills, work independently and anticipate firm needs and client questions.

The Ideal Candidate will naturally…

  • …Connect with Others The ideal candidate is someone with whom others feel comfortable opening up and sharing personal facts and feelings.
  • …Analyze Facts and Feelings The ideal candidate is not only comfortable with analyzing numbers but also with reading body language and tones in a person’s voice.
  • …Deliver Logic with Compassion The ideal candidate has a highly logical mind but understands that objective advice is more effective when it’s not delivered coldly.
  • …Inquire and Improve The ideal candidate has an innate need to improve processes but understands that can only be done after first understanding how exactly things are currently done and why.
  • …Crave Learning While there will be significant direction, mentoring and support from the firm, the ideal candidate is naturally curious and enjoys constantly learning and researching independently.

Details of Initial Responsibilities

  • Participate in client meetings
  • Collect, organize, and synthesize personal and financial client information
  • Assist in analysis of financial planning needs
  • Create deliverables for client engagements
  • Continuously monitor clients’ financial situations with detail and accuracy
  • Be available to field ad hoc planning questions from clients
  • Conduct research projects for the company and its clients
  • Assist with internal work flow system upgrades and development
  • Participate in company meetings and have involvement in company-wide decisions
  • Complete existing projects and create new ones where opportunities exist

Key Qualifications 

  • Strong logical mind (e.g., enjoy puzzles and skilled at deductive and inductive reasoning)
  • Organized, with a strong attention to detail
  • Demonstrated academic achievement (e.g., high GPA, high Standardized Test scores)
  • Strong interpersonal skills • Demonstrated passion for helping others
  • Demonstrated personal financial management responsibility (i.e., responsible with own finances)
  • Meaningful experience with the following is not required, but a plus:
    • Pivot tables and other advanced functions in Excel
    • MoneyGuidePro, Morningstar Office, or any other financial planning-related software
    • Teaching and mentoring
    • Written communication (e.g., reporting or blogging)

Our Services

Every individual can benefit from some level of financial advice, planning or management help. While some clients need broad and ongoing financial planning and management, for others a few hours of advice on a specific topic may be enough. For that reason, we work with clients under one of three arrangements:

  • Ongoing Financial Advice and Money Management (AUM model) – ongoing asset management, comprehensive financial planning, and advice year-around on any financial-related topics.
  • Hourly Advice & Comprehensive Financial Plans – financial consultations and/or customized financial plans that clients implement themselves.

Benefits

  • Competitive salary with bonus incentive structure
  • 401(k) with 6% employer matching contributions
  • Health, dental, and vision insurance available
  • Continuing Education – paid professional dues, conference attendance, training budget, etc.
  • Mentorship and learning opportunities in a collaborative team environment
  • Significant career growth opportunity with ability to define & tailor role within the organization

To apply, please email Bryan Hasling (bryan@jwharrison.com) and include:

  • An introduction to you, your resume and cover letter, as well any attachments or links that may help us learn more about you (e.g. LinkedIn, publications, blogs, etc.)

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SAGE Financial Advisors

Jr. Planner and Analyst

Interested in helping to make a difference in clients’ lives and expand your personal and professional skills? As their trusted advisor, we help our clients live with greater confidence in their future. And we are looking for a new member to help run the office for our small team of three.

Job you will do — Support the firm’s financial advisors and investment committee by assisting in financial planning, investment, client servicing and business development functions. A typical day in the life as Jr. Planner and Analyst at Sage in Reno involves:

  • Scheduling client, prospect and professional appointments.
  • Maintaining marketing processes including sending initial marketing packages, prospect and referral process management, entering information from Fact Finders in CRM (client relationship mgt.) and FP (financial planning) programs, and generating reports.
  • Assist in the analysis, development, presentation and monitoring of financial plans.
  • Assist in client meetings.
  • Assist in documentation of the firm’s financial planning services and procedures.
  • Assist in regular and consistent communications for client education, and for us to stay up to date with their situation and plan.
  • Assist in the rollout and maintenance of client on-line wealth portal.
  • Assist in development, presentation, and monitoring of investment plans. These include the firm’s strategic and tactical asset allocations, and specific investments, client and prospect portfolios, and monitoring market trends and conditions.
  • Assist in management of firm’s PD (client portfolio database) SA (asset allocation and style advisor analysis).
  • Assist in documentation of firm’s investment management services and procedures.
  • Perform projects as needed including research for firm’s articles, industry and regulatory developments, and best practices.
  • Help us stay current by attending online conferences and continuing education events.
  • Perform general office duties including correspondence, reports, scanning, filing, organization and keeping the office clean and organized.

Who you are

  • Superb attention to detail and accuracy.
  • Likes structure, following guidelines, and meeting deadlines.
  • Motivated by challenges and complex problem solving.
  • Love collaborating and being part of a team, yet also enjoy working along with limited supervision.
  • Hold yourself to the highest professional standards.
  • Upbeat, energetic, positive, and mature attitude.
  • High level of interpersonal skills to handle sensitive and confidential situations; position continually requires poise, tact, and diplomacy.
  • Strong written and verbal communication skills.
  • Highly proficient with Microsoft Office (Word, Excel, Outlook and Powerpoint) and financial planning software and investment/portfolio analytics. Experience with CRM a plus.
  • A recent graduate, or graduating 2017, with financial planning.
  • Excellent personal and professional references.
  • Likes to learn (in-house, web-based and off-site) and keep up to date to improve competency.
  • Pass background checks with flying colors.

Compensation

  • Permanent full-time $38,000 to $46,000 depending on experience and performance.

Next Steps

  • Please send me cover letter that addresses why you think you’re the right person for this position, your resume, and two references (both personal and academic/professional). And check us out online. They will be scheduling interviews with the most qualified candidates over the next couple of weeks. Thank you for your interest in being part of our team, and best wishes in your job hunt!

If interested, please contact Brian M. Loy, CFA, CFP, President of Sage Financial Advisors, Inc. at brian@sagefinancialadvisors.com.

FIDES Wealth Strategies Group

Para Planner

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path towards attaining and maintaining financial independence.

As independent wealth managers and financial planner professionals, we earn our clients’ trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.

SUMMARY OF POSITION

We are seeking an Associate Financial Planner to fill an ever growing need from our clients.  The roll of this job will involve client interaction and strategic planning with our financial planning team.  There will be extensive mentorship from our partners that have almost 4 decades of combined experience in the industry.

JOB DUTIES & RESPONSIBILITIES

Manage client interaction with staff and advisors:

  • Create and manage social media campaigns
  • Maintain current marketing campaigns
  • Prepare client review materials

Data retention and business reports:

  • Manage the Client Record Management system
  • Facilitates the flow of information for client to senior advisor and staff
  • Work with our Advisor Resource Center on financial plans for clients.
    • Develop retirement plan projection
    • Create income tax estimates
    • Review Asset Allocation Changes
    • Maintain client website data integrity

Knowledge, Skills and Abilities

Requires:

  • Strong verbal and written communication skills
  • Strong computer skills (Microsoft Office, Excel, and Windows
  • Demonstrates technical and functional expertise
  • Seeking a career path in Financial Services
  • The ability to be self-starter and goal-oriented
  • Knowledge of the securities industryGreat organization skills

Salary

  • Competitive Salary based on experience and value added
  • Potential Full time Associate position after internship with salary and bonus structure

Northwestern Mutual

Financial Advisor

Location: La Jolla, CA

Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client’s individual needs.

Financial representatives with Northwestern Mutual provide expert guidance and innovative solutions to help meet a client’s financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rated company. We are an independent broker dealer, which enables us to provide a wide range of securities products as well. 

Opportunity

Do you have what it takes to leverage the maximum potential of this career with the right mix of skills, ambition, and timing? If you’re a top-notch performer, value independence, want to be financially rewarded for your success, and have the desire to positively impact people’s lives every day, consider a career as a Northwestern Mutual Financial Representative in the San Diego area.

Leverage Our Strength

You can count on us to help you build strong financial futures for your clients. Financial strength is the cornerstone of any company, and Northwestern Mutual has an exceptionally strong financial position. When a client is looking for someone to help manage their financial risk and achieve financial security in today’s complex world, they have much to consider. For example, what do others say about the organization? Is it financially strong enough to be there when you need it? Does it deliver exceptional value over the long term? Does it take care of its customers and provide them with excellent service? Do the company’s values match your own?

Consider these facts:

  • Northwestern Mutual consistently earns the highest possible financial strength ratings from the four major financial ratings services. (A++ — A.M. Best (April 2013); AAA — Fitch Ratings (June 2013); AAA — Standard & Poor’s (May 2013); Aaa — Moody’s Investors Service (May 2013)
  • “Top 50 Companies to Launch a Career With” by Business Week from (2006-2013)
  • Top 125 Companies for Training & Development (2009-20123
  • Fortune #1 Most Admired Company in Our Industry (2013)
  • Glass Door Top 25 Companies to Work For (2013)

Qualification Criteria:

  • Bachelor’s Degree
  • Self- motivated
  • Excellent verbal communication skills
  • Strong Interpersonal skills
  • History of Personal Success

Email your resume to Jennifer Thompson, Recruitment Coordinator at jennifer.thompson@nm.com or call her directly at 858-350-3505.  For more information, visit our Web site at www.nm.com

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualification required of employees assigned to this job.

Northwestern Mutual

Financial Representative Intern

Northwestern Mutual’s Internship Program is ranked as “One of America’s Top Ten Internships” for a good reason—it gives you real-world experience from ‘Day One.’ As a Financial Representative Intern, you are trained and mentored by industry veterans who know what it takes to succeed. You learn how to run a business from one of the most respected companies around. And you test drive a promising career where you can achieve your goals and have a significant impact on others’ lives.

Networking/building a clientele; learning aspects of being an entrepreneur and running your own business; communication and sales building skills. As an NM Intern, you will:

  • Learn a lot about yourself and what it takes to be successful.
  • Experience the independent and entrepreneurial spirit our Financial Representatives share and the full perspective of what the career involves.
  • Develop the self-assurance to work for yourself and run your own business.
  • Sharpen your skills in communication and marketing and build all-important personal and professional self-confidence.
  • Enjoy the rewards of helping others as you bring a full-service approach to your clients’ needs and provide guidance and solutions that will have a positive impact on families and businesses for years to come.

As you build your business, you will:

  • Meet with Clients: You will set up appointments to discuss your client’s current financial situation.
  • Analyze the Client’s Situation: After extensive fact-finding, you will uncover long-term goals that you will use to help determine your client’s needs.
  • Make Recommendations: After evaluating your client’s current situation and goals, you will determine what products can help fulfill their needs and present appropriate solutions to your client.
  • Provide Ongoing Service: You will continue to work with your clients beyond the close of the sale. Most financial representatives contact their clients twice per year to determine whether their needs have changed, and keep them aware of the resources available to them.

Email your resume to Jennifer Thompson, Recruitment Coordinator at jennifer.thompson@nm.com or call her directly at 858-350-3505.  For more information, visit our Web site at www.nm.com

Northwestern Mutual

Financial Representative

Choose a Career That Lets You Live Life Differently

Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel—both for you and your clients.

Financial representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.

You’ll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future.

We’re looking for competitive individuals who thrive in an entrepreneurial environment. You’ll be matched up with experienced mentors and coaches who will help you get started and stay with you throughout your career.

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

By joining our team, you’ll have access to:

  • An award-winning training program to help you get started.
  • Mentorship and professional development training throughout your entire career.
  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
  • Full financial support for professional designations and certifications for both your personal andprofessional business growth.
  • The opportunity to pursue leadership and specialized roles.
  • Exceptional income potential, as your hard work will directly relate to your sales results. Ourfinancial representatives are compensated through commissions, bonuses, repeat business and client retention.
  • Our clients desire the following from their financial representative:
  • A bachelor’s degree from a four-year college or university.
    • Someone who builds relationships centered on trust, open communication and transparency.
    • The courage and ability to have difficult conversations when needed.
    • A commitment to ongoing learning, including staying current on financial news, laws and theimpacts to their clients.
    • Someone who is proactive and focused on providing excellent customer service.Benefits:1 Northwestern Mutual Planning and Progress Study 2015
      2 FORTUNE magazine’s annual survey, published February 19, 201

While you help your clients achieve financial security, Northwestern Mutual will also help you.

  • Top-ranked training program (as recognized by Training magazine, 2015).
  • Exceptional income potential.
  • Comprehensive medical coverage.
  • Two company-funded retirement plans (pension plan and 401(k) plan).
  • Sponsorship of licensing and designations.
  • Personalized mentorship from top-performing advisors.
  • Group life and disability income insurance.For more information, please visit our Financial Representative career page on NorthwesternMutual.com

**If your firm is listed on here and the job/internship is no longer available, please contact sdsufpa@gmail.com to remove your posting.

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