[Remote] Financial Planner with Competitive Drive

Note: The job is a remote job and is open to candidates in USA. Beer Financial Group, a network within Northwestern Mutual, is seeking a Financial Planner to help clients understand and address their comprehensive financial needs. The role involves creating and updating personalized financial protection and planning strategies, and building a client network through referrals and community involvement.

Responsibilities

• Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals
• You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security
• Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection
• Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations

Skills

• Prior experience in insurance, financial services, or business development is beneficial, it is not mandatory
• Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships
• You will be required to obtain state insurance licenses, with training provided and sponsorship considered
• A bachelor's degree in finance, business, or a related discipline

Benefits

• Stipend; a substantial first year stipend to support your career transition
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development, including sponsorship for advanced certifications
• Vision insurance
• Extensive support from a dedicated planning team, marketing resources, and experienced mentors
• Remote representatives serving Greater Palm Desert, CA; expected to be in the office at least three days per week

Company Overview

Company H1B Sponsorship