Financial Advisor – Santa Monica, CA

Beer Financial Group of Northwestern Mutual · Santa Monica, CA

Role: Financial Advisor with Beer Financial Group (BFG), a Northwestern Mutual network office. You'll help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning — building long-term client relationships, understanding their needs, and providing tailored solutions.

Who this is open to: Entry-level applicants and experienced insurance/financial services professionals. Career changers welcome, including backgrounds in marketing, communications, branding, digital strategy, advertising, and business development.

Office: 21800 Oxnard Street, Suite 800, Woodland Hills, CA 91367. Expectation is to be in the office at least three days per week.

Compensation: $60,000–$80,000 in year one, structured as a substantial first-year stipend plus commission — not a salary. Performance incentives with no ceiling. Top performers exceed $150,000 in year one.

Benefits: Health, dental, vision, and life insurance. Retirement plan. Flexible schedule. Professional development including sponsorship for advanced certifications.

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).