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Financial Planner with Entertainment Expertise
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Job Description
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Strong Communication Skills: Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.
- Adaptability Under Pressure: The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.
- Relationship Building: Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.
- Problem-Solving: Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.
- Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
- Remote representatives serving Greater Palm Desert, CA
- How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
- 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.
- Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.
- How long with NM? Joined Northwestern Mutual in October 2010.
- 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.
- 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!).
- How long with NM? Joined Northwestern Mutual in January 2020.
- Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
- Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.
- How long with NM? Joined Northwestern Mutual in 2008.
- Prior Experience? Holds a degree in Business and Financial Management, CLF® leadership designation, and is pursuing her RICP®.
- Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Flexible work from home options available.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
