Financial Advisor
Northwestern Mutual
Job Description
Job Description
About Northwestern Mutual
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Position Overview
Northwestern Mutual's Orange County office is seeking a motivated professional to join our team as a Financial Advisor. In this role, you will work directly with clients to help them identify financial goals, develop comprehensive financial plans, and implement strategies designed to support their long-term objectives.
Whether you are experienced in financial services or transitioning from another profession, you will have access to training, mentorship, and professional development resources designed to help you build a successful practice .
Responsibilities
- Develop and maintain relationships with new and existing clients
- Conduct discovery-based meetings to understand clients' financial situations, goals, and priorities
- Create and present personalized financial planning recommendations
- Provide guidance related to investment planning, risk management, retirement planning, and estate considerations
- Stay current on financial products, industry developments, and market trends
- Obtain and maintain required licenses and registrations
- Review client plans regularly and recommend adjustments as circumstances change
- Collaborate with specialists and other professionals when appropriate to meet client needs
- Build and manage your own client base and business over time
Qualifications
- Bachelor's degree or equivalent professional experience
- Prior experience in sales, business development, client service, or relationship management preferred
- Strong communication and interpersonal skills
- Ability to build trust and maintain professional client relationships
- Self-motivated with a willingness to learn and develop professionally
- Strong ethical standards and professional judgment
- Interest in personal finance, wealth management, or financial planning
What We Offer
- Comprehensive training and professional development programs
- Mentorship from experienced advisors and financial professionals
- Sponsorship for required licensing and registrations
- Access to planning tools, technology, and support resources
- Opportunities for professional growth and practice development
- Competitive compensation structure with income tied to performance
Recognition
Northwestern Mutual has been recognized by various organizations for its workplace culture, training programs, and financial strength, including:
- Fortune: top 110 ranking
- OC Business Journal: "Best Place to Work" 2023, 2024 and 2025
- Glassdoor: "Best Places to Work" 2026
- Fortune Magazine: "World's Most Admired Companies"
- BusinessWeek Magazine: One of the "50 Best Places to Launch a Career"
- Training Magazine: "MVP Award" (formerly "APEX Award") 2024, 2025, and 2026
- Highest financial strength rating from all four major credit agencies
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Company Description
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Vacancy posted 16 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Irvine, CA vacancy
- ...Northwestern Mutual invites entrepreneurial professionals to become a financial advisor, starting as a financial representative focused on client-building and licenses. You'll use our planning software to educate clients and craft holistic financial plans. The role...SuggestedFor contractors
Northwestern Mutual
Irvine, CA4 days ago - ...Bank of America in Irvine, CA is seeking a Financial Solutions Advisor Stage I. You will begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering financial advice and solutions. After...Suggested
Bank of America
Irvine, CA2 days ago $85k - $300k
...ready to secure your future with one of the nation's strongest financial firms and protect the people you care about through your work.... ...Huntington Beach, Seal Beach, Tustin, Irvine, Orange, Financial Advisor, Financial Professional, Licensed Advisor, Wealth Management, Finance...SuggestedFixed term contractNew York Life
Irvine, CA19 days ago- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Suggested
Thrivent
Irvine, CAmore than 2 months ago - ...Ready to feel inspired and appreciated while making a real difference? Job Summary Under the direction of the Financial Aid Director, the Financial Aid Advisor assists applicants and students with their eligibility for federal financial aid programs. The ideal candidate...SuggestedWork at officeFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to... ..., United States (Hybrid role) Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at Prudential Advisors -...Minimum wageFull timeContract workPart time$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...Work experience placement$29.47 per hour
.... The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar, and Undergraduate Admissions... .../or work-study awards. Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited...Hourly paySeasonal workWork at officeLocal areaNight shift- ...West Coast University, Inc. is seeking a Sr. Financial Aid Advisor to manage student financial aid packaging across campuses, ensuring timely disbursement and accurate documentation. The role emphasizes student-centric service, collaboration with UA teams, and responsive...Remote work
West Coast University
Irvine, CA3 days ago $37.72 - $54.69 per hour
...Choose To Make A DifferenceSummary The University Administration (UA) Sr. Financial Aid Advisor delivers on our commitment of Student Centricity by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students...Remote workNight shiftWest Coast University
Irvine, CA4 days ago- ...West Coast University seeks a Sr. Financial Aid Advisor who will build rapport with students and families, accurately package awards, and ensure timely disbursement across all campuses. They will collaborate with UA teams, respond to inquiries, resolve issues, and maintain...Remote workFlexible hours
West Coast University
Irvine, CA2 days ago $140k
...Job Description Job Description Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client...RK Partners
Irvine, CA11 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Irvine, CA4 days ago$60k - $250k
...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hoursNational Life Group - Northern California Agency
Irvine, CA6 days ago$50k - $150k
...Job Description Job Description As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies...Full timeContract workWork experience placementFlexible hoursTrue Path Financial
Irvine, CA20 days ago- ...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... ...snowboarding, and attending country concerts. About the Financial Advisor Role: As a Financial Advisor at Northwestern Mutual, you...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
The Fadil Group
Irvine, CA8 days ago - ...Job Description Job Description About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office operations. We exist to help our...Work at officeLocal area
MICHAEL SHIEH
Irvine, CA20 days ago - ...Financial Advisor Or Investment Advisor RepresentativeWe seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.Responsibilities...
Kohr Financial and Insurance Services
Mission Viejo, CA3 days ago $110k - $185k
...employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional...H1bWorldwideFlexible hoursNorthern Trust
Newport Coast, CA3 days ago- ...of opportunities for professional development and growth toward leadership/mentor roles Job Responsibilities As a Financial Advisor , you will present our line of products and services to individuals & small business owners, working with them to analyze their...
RK Partners
Irvine, CA12 days ago $55 - $70 per hour
...Sr. Financial Analyst ConsultantIrvine, CA, US On-site Vaco $USD 55 - 70 ContractorA large organization is seeking an experienced Project Finance Lead to support a major capital project within a complex enterprise environment. This role will serve as the primary owner...Contract workRemote workVaco
Irvine, CA2 days ago- ...role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development... ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...
Aumni
Irvine, CA1 day ago - ...Mercer Advisors Inc. is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients.... ...team of experts to diagnose client needs and propose tailored financial solutions. Our dedicated Sales team allows advisors to focus...
Mercer Advisors
Irvine, CA21 hours ago $120k - $260k
Ready for your next opportunity? Americor is growing, and we’re looking for driven, coachable sales professionals to join our Financial Consultant team. As a Financial Consultant in our Irvine office, you’ll be the first point of contact for people looking for a way forward...Daily paidWork at officeRemote workFlexible hoursWeekend workAfternoon shift- ...UC Irvine, visit The Division of Enrollment Management represents the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional offices support the campus goals to recruit, retain and...Work at officeLocal area
- ...JPMorgan Chase & Co. in Irvine seeks a Personal Advisor to partner with clients, craft custom financial plans, and match with CIO-managed portfolios. You will meet clients via video or phone, build plans, and provide ongoing advice in a full-time office setting. The...Full timeWork at office
Testing Site - JPMC
Irvine, CA3 days ago - ...Irvine, California - Hybrid **ROLE SUMMARY:** Update the corporate forecast model, prepare executive and board materials, and deliver financial analysis that supports management decisions. This role focuses on technology FP&A, including technology cost modeling, project...
The Intersect Group
Irvine, CA21 hours ago - ...Cybersearch, LTD. in Irvine, CA is seeking a Senior Financial Planning Analyst for a hybrid role (4 days onsite) on a 6-month contract. The position focuses on financial planning, budgeting, forecasting, and strategic analysis to support business decisions. Responsibilities...Contract work
CyberSearch
Irvine, CA2 days ago - ...to the President, the right candidate will bring best practices and solid hands‑on skills in strategic planning and analysis, and financial management, but most importantly, will take an active role in the finance strategy of our company. We are looking for a player coach...Permanent employmentFull timeFlexible hours
Smart Energy Water
Irvine, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor associate Irvine, CA
- financial planning associate Irvine, CA
- financial consultant Irvine, CA
- finance associate Irvine, CA
- senior financial advisor Irvine, CA
- associate leveraged finance Irvine, CA
- project finance associate Irvine, CA
- financial planner cfp Irvine, CA
- financial planning administrator Irvine, CA
- associate corporate finance Irvine, CA