Financial Planner with Athletic Background
$150kBeer Financial Group, Inc.
Benefits Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance What Sets BFG Apart? Top 20 in Diversity & Inclusion, with nationally recognized advisors Strong support system: mentoring, expert training, and advanced technology Inclusive culture enabling unlimited personal and professional growth Income potential, with top first-year advisors earning $150,000+ Independence, offering flexibility and control over your career path Backed by Fortune 500 company Northwestern Mutual, Aaa rated by Moody’s Key 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. Qualifications We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While 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. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. We provide the opportunity to earn a substantial first year stipend to support your career transition. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Our growing network office is located: Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA Remote representatives serving Greater Palm Desert, CA The expectation is to be in the office at least three days per week Flexible work from home options available. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. #J-18808-Ljbffr Beer Financial Group, Inc.
$240k - $275k
...The Executive Senior Associate Athletic Director, Administration & Risk will serve as the... ....Reporting to the Director of Athletics with a dotted line relationship to the Senior... ...and student safety. Please refer to the Background Screening Policy Appendix D for specific...SuggestedFull timeContract workWork experience placementWork at officeLocal areaImmediate startWeekend work- Evaluate clients' financial needs and goals to recommend appropriate insurance products Develop... ...personalized insurance plans that align with clients' long-term financial strategies... ...Bachelor's Degree (preferred) Military background Prior insurance or financial services...Suggested
$66.64k - $70.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability... .... • Showcase a background in building strong relationships... ...CERTIFIED FINANCIAL PLANNER™ professionals*,... ..., Professional athletes, Real estate agents...SuggestedFull timePart timeWork experience placementLocal area$240k - $275k
The Executive Senior Associate Athletic Director, Administration & Risk will serve as the... ...Reporting to the Director of Athletics with a dotted line relationship to the Senior... ...and student safety. Please refer to the Background Screening Policy Appendix D for specific...SuggestedContract workWork experience placementWork at officeLocal areaWeekend workAfternoon shift- ...families. We are professional fiduciaries with an entrepreneurial spirit. For our... ...unique perspective. Finance may not be your background, but we often found our best advisors may... ...Executive leadership Former athletes Military background You’re results-driven...SuggestedTemporary work
- ...individual to join our team as a Financial Advisor at Northwestern... ...you'll work collaboratively with other professionals to provide... ...believe that former collegiate athletes and veterans bring unique skills... ...including those from diverse backgrounds and those with disabilities....Work at office
$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...who come from varying academic backgrounds and experiences, begin to build... ...your life and your classes. With the option to participate in... ...involved on campus (leader, athlete, campus orgs, student government...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Financial Advisor (Career Changers Encouraged) 4 days ago Be among the... ...you’ll work collaboratively with other professionals to... ...believe that former collegiate athletes and veterans bring unique skills... ...including those from diverse backgrounds and those with disabilities....Full timeWork experience placementWork at office
$41.71k - $69k
...provides advice and guidance regarding financial solutions that are in the best interests... ...the branch and through various channels with BMO partners to deliver the desired customer... ...with this requirement. A criminal background review and credit history evaluation will...Part timeLocal areaImmediate startDay shift$24 - $27 per hour
...relationships while leveraging banking technology to meet customer needs. Requirements include a high school diploma, customer service background, and a Series 6 and 63 license. This position offers a base pay range of $24.00 to $27.00 per hour based on experience and skills...Hourly pay$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military... ..., you can build a successful career with opportunities to learn, grow, and make an...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$22.36 - $33.51 per hour
...duties:Participate in building relationships with customers and spend time understanding... ...manager to meet their needsPartner with financial advisors to understand appropriate... ...such requirements, including acceptable background investigation results. Individuals in a...Ongoing contractTemporary workWork experience placementWork at officeImmediate start$27 - $41 per hour
...role helps customers progress toward their financial goals through planning, digital... ...easier for customers to manage their banking with confidence. Relationship Bankers will build... ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the...Temporary workWork experience placementImmediate start- ...California; Los Angeles, California **To proceed with your application, you must be at least 1... ...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by...Work at officeFlexible hoursShift workWeekend workDay shift
$50.1k - $82.8k
...provides advice and guidance regarding financial solutions that are in the best interests... ...the branch and through various channels with BMO partners to deliver the desired customer... ...with this requirement. A criminal background review and credit history evaluation will...Contract workPart timeLocal areaImmediate startDay shift$23 - $31 per hour
...frontline role, you will build relationships with customers by supporting everyday banking... ...growth. As a member of a leading financial institution, this role provides a strong... ..., character, fitness, and criminal background. A credit report may be reviewed (credit...Work experience placementFlexible hours$22.33 per hour
...Want to help strengthen your community's financial health? Looking for an employer that... ...motivated individuals to assist clients with both personal and business banking solutions... ...great people from a wide variety of backgrounds to make us stronger and ensure our team...Work at office- ...service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other... ...meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also...Work experience placementWork at officeImmediate start
- ...SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ...geography, building relationships with customers by supporting everyday banking... ...responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit...Work experience placementFlexible hours
$37 - $65.5 per hour
...here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer... ..., deepens, and manages relationships with affluent customers and those with more... ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA...Temporary workWork experience placementImmediate start- About this role:Wells Fargo is seeking a Financial Consultant in Wealth and Investment... ...wellsfargojobs.com.In this role you will:Work with the Financial Advisor in providing... ...general financial fitness and criminal background standards. A current credit report will...Hourly payMinimum wageOngoing contractFull timeWork experience placementWork at officeImmediate start
$82.6k - $162.8k
...skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance... ...mapping and requirements-gathering sessions with clients, on-site and remotePrepare Business...Local areaVisa sponsorship- ...balance. We encourage candidates to connect with their recruiter and hiring manager to... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem... ...position will be subject to additional background checks as required by Consumer Financial...Full timeTemporary workPart timeWork experience placementWork at office
- ...products and services. Follow established policies in accordance with the bank and the supervisor’s direction. Accountable for the... ...including evenings, weekends, and holidays. Must successfully pass background investigation according to company policy. Must be able to get...Work experience placementWork at officeFlexible hoursAfternoon shift
$37 - $65.5 per hour
...here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer... ..., deepens, and manages relationships with affluent customers and those with more... ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA...Temporary workWork experience placementImmediate start- ...frontline role, you will build relationships with customers by supporting everyday banking... ..., meaningful conversations that support financial well-being and deepen engagementLead... ..., character, fitness, and criminal background. A credit report may be reviewed (credit...Full timeWork experience placementMonday to FridayFlexible hours
- ...Santa Monica, California To proceed with your application, you must be at least 1... ...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military...Work at officeFlexible hoursShift workWeekend workDay shift
$1,000 per month
...Overview College Financial Representatives in the internship program... ...come from varying academic backgrounds and experiences, begin to build... ...your life and your classes. With the option to participate in... ...involved on campus (leader, athlete, campus orgs, student government...Full timeInternshipLocal areaFlexible hours$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military... ..., you can build a successful career with opportunities to learn, grow, and make an...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$23.19 - $28.35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ...process, which includes a criminal background and credit check. Failure to meet or maintain...Full timeTemporary workLocal area
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