Bilingual Financial Professional

Diverse Wealth

Bilingual Financial Professional

Orlando, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Join the Winning Team at Diverse Wealth!

    Are you bilingual and deeply connected to your local community? Join Northwestern Mutual as a Financial Representative and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across Greater Orlando.

    Financial Professionals at Diverse Wealth offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

    Check this link out to hear about the type of care we provide: https://youtu.be/F1hDE1zagx8?si=l4Bqw-rdpiDd08qu

    Our thriving office is located: 7380 W Sand Lake Rd Orlando, FL 32819.

    Why Bilingual Leaders Can Thrive Here:

    Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.

    Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.

    Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.

    Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.

    Meet some of our local team:

    Sindy Walters - Managing Director:

    How long with NM? Been with NM for 18 years.

    Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.

    Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.

    Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.

    Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.

    Drew Walters - Lead Advisor:

    How long with NM? Been with NM for 20 years.

    Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.

    Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.

    Edwin Wiley - Financial Representative:

    How long with NM? Joined Northwestern Mutual in June of 2024.

    Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.

    Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.

    Alysse Coe - Financial Representative:

    How long with NM? Joined Northwestern Mutual in January of 2025.

    Prior Experience? Was a corporate executive as well as an author prior to starting with NM.

    Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.

    Michael Alicea - Financial Representative:

    How long with NM? Joined Northwestern Mutual in October of 2023.

    Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.

    Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.

    Key Responsibilities: As a Financial Professional, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

    Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/xkcAILqGa98?si=skXQvcyW6TSYsnR1

    Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.

    Preferred Skills and Experience:

    Bilingual

    Passionate about Business and Finance

    Benefits:

    Exceptional income potential

    Leadership opportunities

    Extensive training and development; mentorship provided

    Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license

    Development stipends

    Expense allowance

    Comprehensive medical coverage

    Two company funded retirement plans: a traditional pension plan and a defined contribution plan

    Group life and disability income insurance

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

    Flexible work from home options available.