Financial Consultant with Mentorship

Quinlan District - Northwestern Mutual

Financial Consultant with Mentorship

Beverly Hills, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    Leadership Opportunities

    Supportive Office Culture

    Stipend

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Training & development

    Vision insurance

    At the Quinlan District of Northwestern Mutual, we’re dedicated to creating a legacy of financial empowerment and community impact. Recognized as the #1 District Network Office in the U.S. for new advisor development and the top Recruiting Team in both 2023 and 2024, we are committed to developing professionals who are driven to make a difference. As a Financial Advisor on our team, you’ll benefit from an award-winning support system, including expert mentorship, advanced training, and industry-leading technology.

    Our mission is: to create an environment for exceptional performance personally, professionally, and financially built upon a culture of optimism and enthusiasm where every life matters. We take pride in our dedication to both our clients and our community, supporting causes like Alex’s Lemonade Stand, Vista Del Mar Child and Family Services, and the YMCA.

    Located at 11111 Santa Monica Blvd. in Los Angeles, our supportive office provides you with the resources and guidance needed to make a meaningful impact on your clients' lives—and to advance your own career.

    Learn more about our West LA culture by viewing this video link: https://youtu.be/i_gyFnbWQTY

    Meet Our Local Team:

    Craig Quinlan, Managing Director/Financial Advisor

    How long with NM? Started as an intern at NM in 1986 and became a full-time Financial Advisor upon graduation.

    Previous Experience? Worked in various business development roles during college before joining Northwestern Mutual.

    Passionate Outside of Work? Enjoys spending time with his wife, Renee, their two dogs, and visiting family in Chicago. He’s an avid golfer at Sequoyah Country Club and occasionally enjoys a nice whiskey and cigar.

    Ari Simvoulakis, Chief Recruitment Officer

    How long with NM? Over eleven years; joined in 2013 as a financial representative intern and later joined the recruiting team full-time.

    Previous Experience? Began as an intern at Northwestern Mutual before transitioning into recruiting after graduation.

    Passionate Outside of Work? Enjoys traveling the world to learn about new cultures, is an avid boxer, and recently started weightlifting.

    Christian Katzman, Financial Advisor

    How long with NM? A little over six months.

    Previous Experience? Served in the US Marine Corps, earned a BA in International Finance from USC, and an MBA from Pepperdine. Most recently served as Vice President at MUFG in the financial industry.

    Passionate Outside of Work? Active in his community, coaching his son's football games, hosting networking events, and serving on local boards. A foodie who travels internationally each year to explore new cuisines.

    Laura DiFiglio, CFP®, ChFC®, Financial Advisor

    How long with NM? Almost four years; recently nominated for the Inspirational Women Forum and Leadership Award by the LA Times.

    Previous Experience? Nearly a decade in the entertainment/production industry as a camera assistant.

    Passionate Outside of Work? A creative with a passion for the arts, enjoys outdoor activities and traveling to visit friends and family.

    About the Financial Advisor Role:

    As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance and investment 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.

    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:

    Education: A bachelor's degree is required.

    Experience: Previous experience in sales, business development, leadership roles, and/or financial services, is beneficial.

    Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

    Licenses: Through our onboarding and training program you will be required to obtain your CA Life, Accident, & Health insurance, SIE, Series 7, and Series 63 licenses. (training and sponsorship provided).

    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. Additionally, we offer the potential for a substantial first year stipend to support your career changing transition.

    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.

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

    Flexible work from home options available.