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.
$150k
...insurance What Sets BFG Apart? Top 20 in Diversity & Inclusion, with nationally recognized advisors Strong support system: mentoring... ...be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their...SuggestedWork at officeRemote workWork from homeFlexible hours3 days per week$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...role, you will build relationships with customers by supporting everyday banking... ...responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit...SuggestedFull timeWork experience placementMonday to FridayFlexible hours$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer... ...role, you will build relationships with customers by supporting everyday banking... ...responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit...SuggestedFull timeWork experience placementFlexible hours$66.64k - $70.3k
...your career in a role with meaningful work? Do you... ...results? As a Financial Advisor with Ameriprise... ...referrals. Showcase a background in building strong relationships... ...CERTIFIED FINANCIAL PLANNER™ professionals*... ...personnel Professional athletes Real estate agents and...SuggestedFull timePart timeWork experience placementLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...come from varying academic backgrounds and experiences, begin to... ...your life and your classes. With the option to participate in... ...involved on campus (leader, athlete, campus orgs, student government...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ..., who come from varying academic backgrounds and experiences, begin to build a financial... ...sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent...Full timeInternshipLocal area$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...Contract workLocal areaImmediate startDay shift- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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...Hourly payMinimum wageWork experience placementWork at officeImmediate 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
$102k - $190k
...Provides advice and support where needed with a focus on unique and complex credit... ...Completes comprehensive analysis for risk, financial and profitability rating and assessments... ...relationship management skills. Broad and diverse background in financial service industry and expert...Part timeLocal areaShift work$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$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$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$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...Contract workPart timeLocal areaImmediate startDay shift$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...role, you will build relationships with customers by supporting everyday banking... ...responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit...Work experience placementFlexible hours$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$25.88 - $31.63 per hour
...Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating... ...management. Operational Risk Ensure compliance with applicable federal, state, and local... ..., Comerica conducts a comprehensive background and fingerprint check. Your fingerprints...Hourly payFull timePart timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$25.88 - $31.63 per hour
...Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating... ...management. Operational Risk Ensure compliance with applicable federal, state, and local... ...: where applicable, a favorable background check screening, credit check, fingerprint...Hourly payFull timePart timeWork at officeLocal area- ...Financial representative Contract type: Full-time Location:... ...dedicated to helping individuals from all backgrounds achieve their financial goals. They create... ...'s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism...Full timeContract workLocal area
$50k
...Join a financial services firm where your contributions are valued.... ...company where people come first. With over 9 million clients and 20... ...experiences and professional backgrounds. We value an inclusive... ...CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...training programs equip you with the education, skill-building... ...more Certified Financial Planner® licensing support2 Fully... ...Representative, a national criminal background check is required. Should the...Full timeContract workFor contractorsWork at office- ...this role: Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management... ...( . 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 contractWork experience placementWork at officeImmediate start
$4,047 per month
...the right place. Learn more: . About Financial Aid and Scholarships: For... ...customer service by assisting students with financial aid programs, application requirements... ...as designated by the CSU. A background check (including a criminal records check...Full timeInterim roleH1bWork at officeRemote workWork visaMonday to Friday$51.45k - $84k
## Associate Financial PlannerApplylocations: Los Angeles, CAtime type: Full timeposted on:... ...is an independent wealth management firm with an endless passion for enriching the lives... ...opportunity for an **Associate Financial Planner**! This role provides centralized support...Full timeTemporary workWork at officeFlexible hours$36.2k
...A leading financial services firm is seeking an entry-level Financial Planner in Los Angeles, CA. You will build relationships with clients, develop personalized financial strategies, and have access to comprehensive training and support for licensing. This role offers...- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ..., Arizona To proceed with your application, you must be... ...represents an array of different backgrounds and bring their unique... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement...Work at officeShift workDay shift
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team committed to their needs... ...that individuals bring from all backgrounds and careers; whether gained through military...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$100k
...Mission Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence...Full timePart timeImmediate start$24.23 - $26.92 per hour
...Pepperdine is committed to serving students with a holistic approach to address their... ...supportive, student‑centered environment. The Financial Aid Advisor’s primary responsibility is... ..., and staff represent many religious backgrounds, Pepperdine is permitted under...Hourly payTemporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner with Athletic Background. Be the first to apply!
- senior wealth advisor Los Angeles, CA
- financial planner Los Angeles, CA
- financial planning associate Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- associate corporate finance Los Angeles, CA
- wealth advisor Los Angeles, CA
- financial consultant Los Angeles, CA
- jde finance consultant Los Angeles, CA
- financial advisor Los Angeles, CA
- financial advisor development program Los Angeles, CA


