Wealth Manager with Sports Background

Inland Empire of Northwestern Mutual

Wealth Manager with Sports Background

El Monte, CA +2 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    1st Year Stipend

    401(k)

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    As a sports enthusiast, you possess the characteristics that could lead to exceptional success as a wealth manager. Your history of athletic achievement and the determination to overcome adversity align with what it takes to win in our industry.

    Why Choose The Inland Empire Office of Northwestern Mutual:

    A Winning Culture: Our office is a tight-knit community with values aligned to deliver the best for our clients and team members. We celebrate collective victories and support each other's growth and success.

    Quality Training and Development: With Amber and the team's support there to train and mentor you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your client’s lives & achievements soar.

    Strong Earning Potential: Our team members have seen remarkable success. With significant guidance, you'll have the chance to excel and secure a bright financial future.

    Leadership and Growth: You'll have the potential to develop into a better human, with opportunities to earn prestigious credentials while embracing generosity as a way of life.

    About The Role: As a Wealth Manager at Northwestern Mutual, you will provide personalized financial planning and investment strategies to help clients achieve their financial goals.

    Perks/Benefits:

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

    Exclusive training/development with top financial services professionals supporting you.

    An environment and culture of mutual support and growth.

    Opportunity to obtain prestigious credentials and recognition.

    Consistent opportunities for growing your income and character.

    Strong benefits and retirement package.

    Qualifications:

    Willingness and ability to achieve financial services licenses and certifications.

    Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.

    Positive attitude and drive to succeed.

    Bachelor’s Degree (preferred).

    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.

    About The Inland Empire Office of Northwestern Mutual:

    In 2023 our district was recognized as the Inland Empire Best Place to Work. Charity and giving are at the core of our mission, and we passionately support organizations such as Foothill Family Shelter, the Susan Komen Foundation, and Alex’s Lemonade Stand.

    Our Managing Director, Amber Romo, has garnered significant media attention for her leadership and contributions to the business community. In 2022, the Los Angeles Business Journal honored Amber Romo as a nominee in the “Women to Watch” category of the Women’s Leadership Symposium and Awards. That same year, she was listed as an "Industry Leader" in Inland Empire Magazine, which highlighted her contributions to the business community in Ontario. Additionally, in 2020, Amber was honored by the Los Angeles Business Journal as a nominee for the Women’s Leadership Awards Program, showcasing her as one of the prominent women leaders in the Los Angeles business community.

    Follow this link to hear the story of how Amber Romo, Managing Director of The Inland Empire Office, impacted the life of client, RahQuan King: https://youtu.be/DK7DZ-AJOPo. Our thriving office is located at: 3633 Inland Empire Blvd, Ontario, CA 91764.

    Meet Our Local Leaders Who Share a Passion for Sports:

    Amber Romo: Managing Director

    How long with NM? 8 years.

    Previous experience? Executive in Entertainment since age 16, specializing in post-production. Transitioned to NM after having her first baby, seeking more control over her time and a new career path.

    Passions outside of business? Enjoys spending time with her family (husband and two young daughters) and traveling, particularly to Hawaii and Disneyland. Former basketball player and passionate about ballet.

    Ben Britt: Wealth Management Advisor

    How long with NM? 13+ years.

    Previous experience? Initially pursued a career in the video game industry as a developer, but realized it wasn’t for him. Changed gears to finance and joined NM about a year out of college, encouraged by a high school friend already at the company.

    Passions outside of business? Enjoys video games, spending time with his family (wife and three kids), and traveling. Avid foodies who love cooking together, with a particular fondness for Mexican cuisine, often driving long distances for the best Mexican restaurants.

    Morgan Earman: Financial Representative

    How long with NM? 3 years.

    Previous experience? Professional baseball player who started a baseball coaching business focused on pitching. Joined NM to pursue a stable career where he could control outcomes.

    Passions outside of business? Passionate about golfing and spending time with his family. Recently had his first baby with his wife, whom he met in elementary school. Also loves fried chicken.

    Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. With Amber Romo and her support staff’s passion and leadership, coupled with the resources and support of Northwestern Mutual, your success is within reach. Apply to be considered for an interview and learn more about our industry leading financial products, benefits and compensation package.

    Our office is located: 3633 Inland Empire Blvd, Ontario, CA 91764

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Amber Romo is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    El Monte, CA • Rancho Cucamonga, CA • Menifee, CA