Financial Advisor – Woodland Hills, CA
Beer Financial Group of Northwestern Mutual · Woodland Hills, CA
Role: Financial Advisor with Beer Financial Group (BFG), a Northwestern Mutual network office. Part of a team helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning — building long-term client relationships and providing tailored financial solutions.
Who this is open to: Both tracks are open at this office.
Entry-level / career changers — no prior financial services experience required.
Experienced licensed professionals — Life, Health, Property & Casualty, Financial Services (Wealth Managers, CFPs, Advisors), Annuities, Disability, Long-Term Care, Commercial Insurance, and Group Benefits. Many join to add wealth management and financial services to an existing practice.
Office: 21800 Oxnard Street, Suite 800, Woodland Hills, CA 91367. Expectation is to be in the office at least three days per week.
Compensation: Substantial first-year stipend to support the transition, plus commission and bonus opportunity commensurate with outcomes. No ceiling on income. Posted range $60,000–$80,000; the ad cites potential to earn $150,000+ in year one.
Benefits: Health, dental, vision, and life insurance. Retirement plan. Flexible schedule. Professional development including sponsorship for advanced certifications. Company parties.
Hiring process: Application → recorded video interview → phone screen with recruiting → in-person interview with leadership.
Day in the Life video: https://youtu.be/tar1BSa7Gaw
Responsibilities
Key Responsibilities:
Client Attraction/Development: 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.
Requirements
Qualifications:
Education: A bachelor's degree is preferred.
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). Experienced candidates need a CA license or the ability to reinstate/obtain one.