Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor with Sales Background

The Fadil Group

Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
At The Fadil Group of Northwestern Mutual, youll be joining a team committed to developing professionals who want to grow their impact through meaningful work, strong relationships, and a collaborative culture. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers. The Fadil Group takes pride not only in professional growth but also in giving back, actively supporting organizations such as NEGU and Alexs Lemonade Stand as part of their commitment to making a difference beyond the office. To get a deeper look at the teams culture and day-to-day environment, candidates are encouraged to explore their culture video:

Our growing district office is located at:
18575 Jamboree Rd Irvine CA 92612

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 - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our team:


Alex Fadil, Chief Development Officer & Managing Director:

  • Time with NM: Since 2009
  • Previous experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firms culture and growth model.
  • Passionate about: Spending time with his family, including his wife and two children, traveling, exploring fine dining, skiing, and creating meaningful experiences with those closest to him.
Samantha Mayer, Director of Career Development:
  • Time with NM: Since 2023
  • Previous experience: Built her professional foundation in the apparel licensing industry before transitioning to Northwestern Mutual, bringing strong relationship-building skills and a creative, people-focused approach to career development.
  • Passionate about: Working out, traveling, discovering new coffee shops, spending time at the beach, snowboarding, and attending country concerts.
About the Financial Advisor Role:

As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Watch this video to hear about a day in the life as an Orange County Northwestern Mutual Advisor:


Key Responsibilities:

  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: Bachelor's Degree is strongly preferred or military equivalent.
  • Experience: Previous experience in sales, financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor with Sales Background in Torrance, CA vacancy
  • $70k - $80k

     ...prohibit the hiring of individuals with certain specified criminal...  ...common purpose to help make financial lives better through the...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...service industry and/or a sales environment where goals were... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Redondo Beach, CA
    23 hours ago
  • $70k - $80k

     ...prohibit the hiring of individuals with certain specified criminal...  ...common purpose to help make financial lives better through the...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...service industry and/or a sales environment where goals were... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Redondo Beach, CA
    23 hours ago
  • $70k - $80k

     ...prohibit the hiring of individuals with certain specified criminal...  ...common purpose to help make financial lives better through the...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...service industry and/or a sales environment where goals were... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Culver City, CA
    23 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship...  ...from varying academic backgrounds and experiences, begin...  ...and your classes. With the option to...  ...Financial Representative or Advisor role upon graduation....  ...ambitions and curiosity for sales Highly involved on... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Long Beach, CA
    1 day ago
  • $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... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Carson, CA
    2 days ago
  • $23 - $25 per hour

     ...relationships, not pushing transactions. With $3+ billion in assets and 145,000+...  ...of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help...  ...-employment screenings, including background and credit checks, are required.... 
    Hourly pay
    Weekday work

    Orange County's Federal Credit Union

    Long Beach, CA
    3 days ago
  •  ...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer...  ...for customers to manage their banking with confidence. Relationship Bankers will...  ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA... 
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Long Beach, CA
    3 days ago
  • $25 - $26.77 per hour

     ...common purpose to help make financial lives better through the power...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...build a successful career with opportunities to learn, grow,...  ...of demonstrated successful sales experience in a salary plus... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    South Gate, CA
    1 day ago
  • $18 - $22 per hour

     ...delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager,...  ...offerings and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.... 
    Part time
    Local area
    Night shift

    Columbia Bank

    Hawthorne, CA
    1 day ago
  •  ...Analyst (ASA) II to join our team in El Segundo, CA. The Acquisition Security Analyst II will assist the Government Program Manager with the development and implementation of comprehensive program protection methodologies to protect advanced technology programs... 
    Full time
    Contract work
    Work at office
    Remote work

    MANTECH

    El Segundo, CA
    1 day ago
  • $1,104 - $1,296 per week

     ...Weeks Schedule: 5x8-Hour 08:00 - 16:30 Openings: 1 Start Date: 06/29/2026 Experience: 1 year Facility Info: Log in to view details Charting System: Epic Want a job close to home? We've got you! We'll work with you to build the career of your dreams. Aya Healthcare

    Aya Healthcare

    Lakewood, CA
    3 days ago
  •  ...Job Description General Summary The Financial Service Representative (FSR) is based in...  ...within established guidelines to perform sales and service activities. Provides prompt,...  ...service to each individual member and works with new and existing members to identify their... 
    Work at office

    California Credit Union

    Torrance, CA
    28 days ago
  •  ...Hiring: Private Security Guard Services Sales RepresentativeJoin Our Team and Build Your Career in Security Sales Why Work With Us Career Growth Be part of a fast-growing...  ...Sales Representative with a strong background in security services sales. This is not a... 
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Black Cube Security

    Long Beach, CA
    11 days ago
  •  ...hiring of individuals with certain specified criminal...  ...purpose to help make financial lives better through the...  ...a Financial Solutions Advisor Stage I (FSA I), your journey...  ...the required SAFE Act background check and registration...  ...services industry or sales experience Skills:... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    South Gate, CA
    more than 2 months ago
  •  ...prohibit the hiring of individuals with certain specified criminal...  ...common purpose to help make financial lives better through the...  ...perspectives individuals bring from all backgrounds and career paths - whether...  ...service industry and/or a sales environment where goals were... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Culver City, CA
    19 days ago
  •  ...hiring of individuals with certain specified criminal...  ...purpose to help make financial lives better through...  ...bring from all backgrounds and career paths - whether...  ...a Financial Solutions Advisor Stage I (FSA I), your...  ...services industry or sales experience Skills... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Culver City, CA
    a month ago
  • $45.9k - $75.9k

     ...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects...  ...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... 
    Part time
    Immediate start
    Day shift

    Bmo

    Compton, CA
    3 days ago
  • $19.07 - $26.52 per hour

     ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...  ...in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and... 
    Immediate start

    Columbia Bank

    El Segundo, CA
    1 day ago
  •  ...flexibility to adjust daily responsibilities to assist our members with their financial needs by providing first class service and demonstrating...  ...to achieve or exceed established individual and branch sales goals. Cash handling and cash drawer balancing in an accurate... 
    Full time

    PostCity Financial Credit Union

    Long Beach, CA
    15 days ago
  •  ...Reserve Teller The Reserve Teller is responsible with providing exceptional customer service in relation to processing deposits...  ...including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security,... 
    Work at office
    Shift work
    Night shift

    Farmers and Merchants Bank of Long Beach

    Long Beach, CA
    2 days ago
  • $88.99k - $125k

     ...management, and security operations—partnering with IT teams, leadership, auditors, and...  ...risk ~ Experience working in financial services or other regulated environments...  ...other benefits. We perform thorough background checks including verification of previous... 
    Work experience placement
    Work at office
    Monday to Friday

    Northrop Grumman Federal Credi

    Gardena, CA
    1 day ago
  • $16.9 per hour

     ...for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach...  ...to identify and pursue sales opportunities effectively. Financial Acumen: Understanding of basic financial concepts and mortgage... 
    Hourly pay
    Minimum wage
    Full time
    Local area

    loanDepot

    Long Beach, CA
    a month ago
  • $36k - $75k

     ...functioning team, to be respected, valued, and well compensated, along with an opportunity for growth?.. let's talk. We are a high-end,...  ...in the greater LA area. We are seeking a well-rounded Financial Coordinator and Insurance Specialist who values excellence, camaraderie... 
    Full time
    Private practice
    Shift work
    Day shift

    Silegy Oral and Maxillofacial Surgery

    Long Beach, CA
    3 days ago
  • $71.1k - $145.9k

     ...and portfolio monitoring activities through close collaboration with Portfolio Managers, Underwriters, and Credit Risk partners. The...  ...most aspects of the underwriting process, including in-depth financial and risk analysis, drafting approval and review materials, and... 
    Full time
    Work at office

    Fifth Third Bank

    El Segundo, CA
    3 days ago
  • $18 - $23 per hour

     ...Status: Full Time or Part Time Hourly Company Overview: Swami International was established in 1978. The founder envisioned a company with a hands-on management style, a property management company that would be directly involved with all aspects of providing a... 
    Hourly pay
    Full time
    Part time
    Work at office
    Local area

    Swami International

    Gardena, CA
    1 day ago
  •  ...Part-Time) Long Beach Branch PostCity Financial Credit Union is dedicated to providing exceptional...  ...Key Responsibilities: Assist members with teller transactions, including deposits,...  ...to meet or exceed individual and branch sales goals Handle cash accurately and... 
    Part time
    Work at office
    Monday to Friday

    PostCity Financial Credit Union

    Long Beach, CA
    23 hours ago
  • $40k - $47k

     ...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing...  ...activities while maintaining compliance with all relevant laws and regulations...  ...prorated based on start date)  OneMain Financial (NYSE: OMF) is the leader in offering nonprime... 
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Carson, CA
    more than 2 months ago
  •  ...Vision insurance At Salinas Financial Group, we are committed to developing...  ...of ranking #1 nationally for new advisor growth and development. We foster...  ...Director (GDD): Time with NM: 6 years. Prior Experience: Background in outside territory and account... 
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours
    Weekend work

    Salinas Financial Group

    Manhattan Beach, CA
    9 days ago
  • Description::   Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their...  ...and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a... 
    Full time

    Sagient

    El Segundo, CA
    10 days ago
  • $24.56 - $35.62 per week

     ...listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well...  ...of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We... 
    Part time
    Work at office
    Remote work
    Night shift
    Day shift
    Afternoon shift
    3 days per week

    SchoolsFirst Federal Credit Union

    Inglewood, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor with Sales Background. Be the first to apply!