Strategic View Advisors Private Wealth Analyst

Financial Planning Career Opportunity

Are you interested in a career in financial planning, but not looking for a sales/commission role? Strategic View Advisors has a unique career path available that enables intelligent, motivated individuals to go from no industry experience to earning the CFP® in a few short years. Base salary from day one and no commissions.

Our goal is for our clients to Achieve Financial Peace of Mind™. We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $1 billion in assets, while providing a boutique wealth management experience for high-net‑worth clients with a focus on holistic financial planning.

We are seeking collaborative, growth‑oriented applicants for the role of Private Wealth Analyst. This role is designed as an entry‑level position that serves as the first step on a career path that includes opportunities in financial planning and financial advising.

• Pass the Series 7, SIE, Series 63, and California Life and Health exams within 120 days of hire (all training materials provided and all fees covered). Note that this is a full‑time role but is contingent on meeting various expectations within the first 90 days.
• Process advisor post‑meeting notes and assign tasks to the appropriatekelb, adventures team members. Run reports to help Private Wealth Service Advisors and Private Wealth Advisors prepare for client meetings. Run basic insurance illustrations.
• Research client and advisor questions. Manage relevant client information, referrals, and new opportunities in our CRM database.
• Pass the Certified Financial Planner® exam and earn your CFP® within 30 months of your start date (all training materials provided and all fees covered).

• College degree (any major – we provide all training).
• Must be eligible for full‑ זיך time employment in the U.S.
• Able to work on‑site in our Manhattan Beach office three days per week (four days per week during initial training period).

• Salary: $70,000 – $73,000
• Subsidized medical, dental, vision, and disability insurance provided by employer
• 401(k)/Profit Sharing Plan
• Paid vacation, sick.
  
  GONE and holiday pay

• Strong self‑starter. You are naturally innovative:/ Cells for resourceful and would enjoy working with a fast‑paced team.
• Continuously curious and focused on personal growth and development. Excellent communication and client service skills.
• Demonstrate high work ethic and integrity, with the ability to maintain absolute confidentiality.
• Optimism, a “can‑do” attitude, and willingness to help where needed in a dynamic environment.
• Passionate, with an interest in comprehensive financial planning or wealth management. Detail‑oriented and able to manage multiple tasks, even during high volume work.