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Beer Financial Group
Entry Level Financial Specialist
full-time•Los Angeles

Summary

Location

Los Angeles

Type

full-time

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About this role


Benefits:


  • Bonus based on performance

  • Company parties

  • Dental insurance

  • Flexible schedule

  • Health insurance

  • Opportunity for advancement

  • Training & development

  • Vision insurance





At Beer Financial Group (BFG), we’re driven by a vision of impacting lives today and for generations to come. Our representatives play a vital role in helping clients achieve financial security, empowering them through education, motivation, and consistent support to reach their goals and improve their lives tenfold. As a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually. 


Joining BFG means stepping into an inclusive, growth-oriented environment, where you’ll feel valued and empowered to pursue both personal and professional goals. Our commitment to making a difference extends beyond finance; we're proud supporters of Alex's Lemonade Stand in the fight against childhood cancer. With our reputation as a top-20 office in Diversity and Inclusion and a path to financial independence, including the potential to earn $150,000+ in your first year, you’ll have the tools, freedom, and support to make a profound impact on your clients and your career.


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

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw


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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
  
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
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.

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.

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!).

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.

Nathan Choe - Financial Advisor, Growth Development Director:

  • How long with NM? Joined Northwestern Mutual in 2016.

  • Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors.

  • Passionate About? Client education, building client relationships across 27 states, and mentoring new advisors.

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.

Key Responsibilities:

  • Client Attraction/Development: 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: A bachelor's degree is preferred.

  • Experience: Previous experience in 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.

  • Opportunity for a substantial first year stipend. 

  • 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. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Other facts

Tech stack
Interpersonal Skills,Communication Skills,Analytical Thinking,Client Relationship Building

About Beer Financial Group

BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families

We offer holistic financial advice and help coordinate every detail of our clients'​ financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them.

Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.

Team size: 11-50 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 2003

What you'll do

  • The role involves building long-term relationships with clients and understanding their unique financial needs. You will provide tailored financial solutions and ongoing support to help clients achieve their financial goals.

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Frequently Asked Questions

What does a Entry Level Financial Specialist do at Beer Financial Group?

As a Entry Level Financial Specialist at Beer Financial Group, you will: the role involves building long-term relationships with clients and understanding their unique financial needs. You will provide tailored financial solutions and ongoing support to help clients achieve their financial goals..

Why join Beer Financial Group as a Entry Level Financial Specialist?

Beer Financial Group is a leading Financial Services company.

Is the Entry Level Financial Specialist position at Beer Financial Group remote?

The Entry Level Financial Specialist position at Beer Financial Group is based in Los Angeles, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Entry Level Financial Specialist position at Beer Financial Group?

You can apply for the Entry Level Financial Specialist position at Beer Financial Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Beer Financial Group on their website.