Financial Specialist Entry Level
4 days ago
Glendale
Job DescriptionBenefits: β’ Stipend, β’ Retirement, β’ Bonus based on performance, β’ Company parties, β’ Dental insurance, β’ Flexible schedule, β’ Health insurance, β’ Opportunity for advancement, β’ Training & development Joining BFG means stepping into an inclusive, growth-oriented environment, where youll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we're proud supporters of Alex's Lemonade Stand in the fight against childhood cancer. With our reputation as a top-20 office in Diversity and Inclusion and a path to financial independence, including the potential to earn $150,000+ in your first year, youll have the tools, freedom, and support to make a profound impact on your clients and your career. Our growing network office is located: β’ Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA, β’ Remote representatives serving Greater Palm Desert, CA A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mitchell Beer - Managing Partner: β’ How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006., β’ Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements., β’ Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.Rojia Rashidfarrukhi - Chief Recruitment Officer:, β’ How long with NM? Joined Northwestern Mutual in January 2020., β’ Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience., β’ Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.Christopher Ardoin - Financial Advisor, Director of Early Productivity:, β’ How long with NM? Joined Northwestern Mutual in October 2010., β’ Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses., β’ Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).Janice Brodin - Financial Advisor, Growth Development Director:, β’ How long with NM? Joined Northwestern Mutual in 2008., β’ Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP., β’ Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.Nathan Choe - Financial Advisor, Growth Development Director:, β’ How long with NM? Joined Northwestern Mutual in 2016., β’ Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors. Key Responsibilities: β’ Client Attraction/Development: Engage with clients to understand their financial goals, aspirations, and concerns., β’ Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., β’ Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., β’ Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., β’ Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, β’ Education: A bachelor's degree is preferred., β’ Experience: Previous experience in financial services, insurance or business development is beneficial but not required., β’ Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., β’ Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, β’ Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., β’ Opportunity for a substantial first year stipend., β’ Income Potential: Competitive compensation structure including performance incentives, with no ceiling., β’ Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., β’ Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Flexible work from home options available.