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Healthcare-Savvy Financial Planner | Remote
Remote / Online - Candidates ideally in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-07-10
Monterey, Monterey County, California, 93941, USA
Listing for:
Northwestern Mutual - Monterey District
Part Time, Remote/Work from Home
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Northwestern Mutual - Monterey District in Monterey, California, is seeking a motivated individual for a financial planning role. You will engage with clients to identify their financial goals, develop comprehensive plans, and recommend strategies to secure their assets. This position offers opportunities for professional development, a flexible schedule, and a supportive team culture.
The ideal candidate has strong interpersonal skills, a preference for a bachelor's degree, and the ability to build trust with clients. Licenses needed can be obtained through training and sponsorship.
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