Top 6 Northwestern mutual Jobs in Manhattan Bch, Ca

Private Wealth Associate Advisor
Strategic View Advisors —Manhattan Beach, CA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Paid holidays
- Health insurance
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17h
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
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Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
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Senior Recruiter
Northwestern Mutual - The Beer Financial Group —Woodland Hills, CA
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Dental insurance
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northwestern mutual jobs near manhattan bch, ca

Private Wealth Associate Advisor

Strategic View Advisors -
Manhattan Beach, CA

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Job Details

Full-time
$75,000 - $125,000 a year
17 hours ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

CFP
Research
Bachelor's degree

Full Job Description

Join a team where your expertise truly shapes client outcomes.

At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence.

Our firm currently advises on approximately $1 billion AUM. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.

Private Wealth Associate Advisor (Path to Private Wealth Advisor)

Join a team where your expertise truly shapes client outcomes.

Are you a career-changer who likes working with people, and are looking to break into the financial planning industry? Do you want to become an advisor working with a client-focused, growth-oriented team, without the need to cold-call or build your own business?

Our firm currently advises on approximately $1 billion AUM. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.

We’re looking for a team‑oriented, relationship‑focused Private Wealth Associate Advisor—an exciting opportunity for professionals transitioning from another field who bring strong interpersonal and analytical skills but isn’t looking to start again at an entry-level position. This role offers a clear, commission‑free pathway to a client‑facing advisor position through a structured development program: onboarding, hands‑on mentoring, role‑specific training, client‑meeting shadowing, and support for professional credentials, including the Series 7, 63, SIE, and Life and Health.

You’ll join a collaborative team that sources client relationships, providing real-world experience without cold calling. Associate Advisors receive a competitive base salary plus bonus opportunities and full operational support from experienced advisors and administrative staff as you grow into a fully capable advisor, so you can fully focus on learning and development.

Key Responsibilities

Learning and Development:
Participate in training programs and workshops to gain a deep understanding of financial planning principles and practices.
Shadow experienced advisors during client meetings to observe and learn effective communication and advisory techniques.
Client Support:
Assist Private Wealth Advisors in preparing for client meetings by gathering necessary information and documentation.

· Help with the creation of financial plans, reports, and recommendations under the supervision of Private Wealth Advisors and Private Wealth Service Advisors.

· Assist Private Wealth Advisors in sending follow ups after client meetings through emails, phone calls, and/or virtual or in-person meetings.

Research and Analysis:
Conduct research on investment options, market trends, and financial products to support client recommendations.
Administrative Tasks:
Manage client records and ensure all documentation is up-to-date and accurate.

Qualifications

Bachelor’s Degree required
Certified Financial Planner® (CFP®) designation strongly preferred. Progress towards obtaining the certification is still a plus
Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients’ lives
Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork
7 – 10 years of people-facing experience

Why join our firm vs anyone else?

Partner with a team that values your ideas, expertise, and professional growth
Access to extensive training programs and mentorship from experienced advisors
Direct impact on clients’ most important financial decisions
A culture built on integrity, collaboration, and excellence
Opportunities to deepen client-facing responsibilities over time

Compensation & Benefits

Compensation range: $75,000 – $125,000, depending on experience and qualifications
Comprehensive benefits package, which may include:
Medical, dental, and vision insurance
Retirement plan (e.g., 401(k))
Paid time off and holidays
Additional wellness and professional development benefits

Additional Information

This position is classified as exempt under California wage and hour laws. Employment is at-will, meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law.

Job Type: Full-time

Pay: $75,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Compensation Package:

Bonus opportunities

License/Certification:

CFP (Required)

Ability to Commute:

Manhattan Beach, CA 90266 (Required)

Ability to Relocate:

Manhattan Beach, CA 90266: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Manhattan Beach, CA 90266

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