About this role
Financial Planner with Healthcare Background at Northwestern Mutual - Monterey District. Location: Monterey, California, United States. Role: consulting clients, developing plans, recommending insurance Requirements: Ability to consult with clients, develop financial plans, recommend insurance solutions, obtain required securities and insurance licenses; bachelor's degree preferred; strong interpersonal and analytical skills. Category: Sales Seniority: Entry Level Certifications: series 6, series 63, state insurance Commitment: Full Time Workplace: Hybrid Languages: English