Financial Planner Seeking former Athletes
$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 Do you have a competitive spirit and a strong passion for teamwork? Channel that drive into an exciting career with Beer Financial Group, a growing network within Northwestern Mutual! 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 Meet some of our local team, many who have excelled in athletics: Mitchell Beer - Managing Partner: 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. Christopher Ardoin - Financial Advisor, Director of Early Productivity: 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!). Rojia Greene - Chief Recruitment Officer: 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. 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 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.
- ...We are seeking ambitious individuals to join our team as Benefits Consultants, helping working... ...into leadership. Why Recent Graduates & Athletes Excel Here Recent graduates bring:... ...Motivation to build a long-term career Former athletes bring: Discipline and...SuggestedRemote jobFull time
- ...children during sports. We are building a team of high-level athletes, coaches, and mentors who understand competitive sports and... ...generation. We strongly encourage applications from: Current or former NCAA Division I (D1) athletes Current or former NCAA...SuggestedSummer workImmediate startShift work
$16.5 - $24.5 per hour
...DICK'S Sporting Goods in Glendale, California is seeking team members passionate about sports to deliver exceptional customer experiences. As an Advisor, you will play a crucial role in guiding athletes through their shopping journey, ensuring they feel supported and empowered...SuggestedHourly pay$18 per hour
...hourly rate, training on the job, a flexible schedule, and incentive programs. The Position: We are seeking coaches for our new Karate Zoo enrichment program. Amazing Athletes was founded in 2003 and has grown into one of the nation's largest multi‑sport enrichment...SuggestedHourly payFlexible hours- DICK'S Sporting Goods is seeking a Specialist - Loss Prevention to help protect assets and support teammates in a store environment. You... ...followed and contribute to a trusted shopping experience for athletes of all abilities. Responsibilities include delivering an outstanding...Suggested
$70k - $80k
Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products. Qualifications include holding Series 7 & 66 licenses and...$70k - $80k
Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using various brokerage products, as well as mitigating risks and managing client needs strategically. The...$90k - $110k
...Financial Planning Specialist A well-established investment advisory firm in Pasadena is seeking an experienced Financial Planning Specialist to join its collaborative wealth management team. This is an excellent opportunity for a financial planning professional who enjoys...Local areaMonday to Friday$51.45k - $84k
...Associate Financial PlannerWealth Enhancement is an independent wealth management firm with... ...the lives of our clients. We continually seek to perfect our craft of personalized financial... ...opportunity for an Associate Financial Planner! This role provides centralized support...Full timeWork at officeFlexible hours- ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...
$20 per hour
...Wilson Retail Athlete Advisor At Wilson, we are here to empower every human to live like an athlete. Passion. Creativity. Integrity.... ...conduct, a way of seeing the world and how you show up every day. We seek out diverse voices and welcome all perspectives. Our team is...Full timePart timeDay shift- Logix Federal Credit Union in Woodland Hills, CA is seeking a Financial Services Officer I to drive high-volume personal banking and loan sales. This full-time role focuses on helping members find the right financial solutions while meeting ambitious sales targets in a...Full time
- DICK'S Sporting Goods is seeking a Specialist - Footwear to join our Glendale, AZ team. You will help athletes find the right footwear through expert guidance, drive sales, and support teammates in a fast-paced retail environment. As part of our team, you will deliver personalized...
$89.25k - $105k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...position perfect for the candidate who seeks to gain technical competency in preparation... ...Job Functions for the Financial Planner will include: Prepare financial plans...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation...Work at officeFlexible hoursShift workWeekend workDay shift
$45.9k - $75.9k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker (SAFE)Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice... ...outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit...Ongoing contractTemporary workWork experience placementImmediate start
$22.36 - $33.51 per hour
...Relationship Banker (SAFE)Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer... ...partner or relationship manager to meet their needsPartner with financial advisors to understand appropriate introductions to address the...Ongoing contractTemporary workWork experience placementWork at officeImmediate start$35.05 - $42.83 per hour
....S. BankAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Work experience placement$30.9 - $37.76 per hour
...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Local area- ...Fifth Third Bank is seeking a Personal Banker I in Los Angeles to deliver an exceptional customer experience and help customers address financial needs through teller transactions and consultative sales across the lifecycle. You will work within a team to ensure customer...
- ...NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their... ...experience preferred We are actively seeking candidates with different backgrounds and... ..., insurance and financial services Former athletes Military background **NOTE: We are only...Work experience placementWork at office
$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$81.6k - $96k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...excellent opportunity for individuals seeking to build strong technical expertise in... ...Essential Job Functions The Financial Planner’s responsibilities include, but are not...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC... ...and community engagement. We are always seeking to attract top talent and expand our community...Permanent employmentFull timeTraineeshipWork experience placementWork at officeLocal areaRelocationRelocation packageFlexible hours
$150k
...to turn your experience into something more meaningful? At Beer Financial Group (BFG), we’re driven by a vision of impacting lives today... ...Joined Northwestern Mutual in October 2010. Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized...Full timeWork at officeLocal areaRemote workFlexible hours$100k
New York Life in Los Angeles is hiring driven financial service professionals to offer a range of financial products and services. You will receive extensive training and support to help establish strong client relationships and financial foundations for your clients. This...Immediate start- Northwestern Mutual College Financial Representatives are internship participants building a financial planning practice under the support of a Fortune 500 company. You’ll gain guidance, a broad network, and access to exclusive products while developing professional growth...Full timeInternshipFlexible hours
- Northwestern Mutual College Financial Representatives internship offers guidance and a framework for building a financial planning practice while learning from experts at a Fortune 500 company. You’ll network to grow your client base, develop a business strategy, and participate...Full timeInternshipFlexible hours
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner Seeking former Athletes. Be the first to apply!
- international financial advisor Los Angeles, CA
- financial advisor Los Angeles, CA
- financial associate Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor associate Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial planning assistant Los Angeles, CA
- finance associate Los Angeles, CA



