Wealth Manager with Military Background

Northwestern Mutual - Downtown San Diego

Wealth Manager with Military Background

Alpine, CA +3 locations
Full Time
Paid
  • Responsibilities

    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

    Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Downtown San Diego is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

    Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/

    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.

    The Backbone of Our Success, Our Local Leaders:

    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.

    Position Overview: You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

    Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.

    Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.

    Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.

    Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.

    Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

    What Our Team Values Most:

    Potential for abundant, consistent, and predictable results.

    A collaborative, high-support team environment, fostering growth and camaraderie.

    Full business development process training and support for seamless operations.

    Proven operational systems and cutting-edge technology for enhanced agent efficiency.

    Achieving high performance while maintaining a great quality of life.

    A company experiencing rapid growth, offering leadership opportunities for top performers.

    Candidate Characteristics:

    Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.

    People who prioritize understanding the "who, why, and how" behind actions more than just the "what."

    Savvy communicators who find joy in simplifying complex decisions for others.

    Generous souls who gladly treat others without hesitation.

    Ambitious thinkers who embrace boundless opportunities and possibilities.

    Advocates for teamwork and cooperation, where everyone contributes equally.

    Passionate about their work, yet approachable and good-natured in their demeanor.

    Benefits:

    Strong Earnings Potential: Combining first year income and unlimited upside.You will have the opportunity to a first year stipend based on your activities, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.

    Significant bonus opportunity commiserate with outcomes.

    Dental insurance.

    Health insurance.

    Life insurance.

    Retirement plan.

    Vision insurance.

    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.

    Education:

    Bachelor's Degree (preferred)

    If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

    This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

    Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

    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.

  • Locations
    Alpine, CA • Encinitas, CA • Ramona, CA • San Diego, CA