Financial Planner with Entertainment Expertise

Job Description

Job Description

Benefits :

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Why Transition Your Entertainment Background into Financial Services :

• Strong Communication Skills : Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.
• Adaptability Under Pressure : The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.
• Relationship Building : Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.
• Problem-Solving : Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.

About Us : At Beer Financial Group (BFG), we empower professionals to create lasting impacthelping clients achieve financial security while building a purpose-driven career. Backed by Northwestern Mutual, a Fortune 500 company with industry-leading financial strength, BFG offers expert mentoring, advanced training, and the tools to grow your business. As part of our inclusive, high-performance team, youll have the freedom to pursue both personal and professional goalswhile making a difference in your community and earning the potential for $150K+ in your first year.

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

Meet Our Local Leaders :

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 Rashidfarrukhi - 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.

Janice Brodin - Financial Advisor, Growth Development Director :

• How long with NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP.
• Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

Desired Candidate Characteristics :

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

Position Requirements :

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Position Perks :

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

About the Role :

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.

Our Unique Angle : Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

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.

Flexible work from home options available.