Financial Advisor with Training
Benefits:
First year stipend potential
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Northwestern Mutual - Downtown San Diego! We are proud to be the 2023 Diversity, Equity & Inclusion Grand Award Winner within the entire Northwestern Mutual system, standing out among 78 offices nationwide, as well as the #1 office in the company for new advisor growth and productivity, demonstrating our commitment to excellence in developing top talent.
Our passion for community support is evident in our ongoing contributions to local charities, including the Wounded Warrior Project and Alex’s Lemonade Stand, where we actively participate in fundraising and events to make a positive impact.
Our thriving network office is located: 655 West Broadway, Suite 1700, San Diego, CA 92101
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
About the Financial Advisor Role:
As a future Financial Advisor 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 Consultation: 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:
2+ years of full-time work experience (either related to or not related to Financial Services) following the completion of your education.
Education: A bachelor's degree in finance, business, or a related field 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.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling. We offer a first year stipend based on controllable factors and your activities, ensuring a starting income, if you put in the work and meet the position’s requirements.
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.
Earnings Potential with Our Network Office:
Low End: $70K in the first year.
High End: $250K+ in the first year.
Long-Term Earnings Potential:
Average of Career Advisors (5+ years): $500K annually.
Top 25%: $1M annually.
Top 10%: $2.2M annually.
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 San Diego Leaders, the Heartbeat of Our Business:
Delaney Gallagher, Managing Director:
How long with NM? 7+ years.
Previous job/career/business experience? Director of football operations at CAL and corporate sponsorships for USC athletics. Played college baseball at St. Mary’s College in the Bay Area.
Why came to NM? Passion for leadership from day one and a desire to run his own office.
Passionate about outside of work? Family, including three kids, golfing, and loves any and all sports, plus spending most weekends involved in kids' activities.
Kristen Muranyi, Financial Representative:
How long with NM? Just under 2 years.
Previous job/career/business experience? Head of Women’s Division at Titleist and a golf pro, also a collegiate athlete in golf and hockey.
Main reason for joining NM? Wanted to transition from the golf industry to pursue uncapped earnings potential and growth, with a love for numbers.
Passionate about? Her son, providing a great life for her family, and playing golf.
Tony Lagomarsino, Financial Advisor:
How long with NM? 3+ years.
Previous job/career/business experience? Worked for 12 years at Equinox Fitness Club as an Area Manager for San Diego and Orange County.
Why joined NM? Desired more time with his family and more income potential in the local area, moving to a stable industry.
Passionate about? Spending time with his wife and two daughters, loves golf, running (recently completed a half marathon), and living life.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Thomas Stewart is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.