Wealth Specialist - Seeking Veterans

Quinlan District - Northwestern Mutual

Wealth Specialist - Seeking Veterans

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    Substantial First Year Stipend

    Supportive Culture

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    The Quinlan District of Northwestern Mutual, recognized as the #1 District Network Office in new advisor development and top Recruiting Team in 2023 and 2024, seeks a Financial Advisor to join our ambitious team. With our supportive Los Angeles office, mentorship, and advanced tools, you’ll make a meaningful impact on clients' lives and drive your own career forward while contributing to causes like Alex’s Lemonade Stand, Vista Del Mar, and the YMCA. Join us in building a legacy of financial empowerment and community impact.

    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/

    Meet Our Local Leaders:

    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.

    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.

    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.

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

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

    Customized Solutions: Develop personalized financial 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 investment and 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.

    Potential for a first-year stipend.

    Significant bonus opportunity commensurate with outcomes.

    Dental insurance.

    Health insurance.

    Life insurance.

    Retirement plan.

    Vision insurance.

    Education:

    Bachelor's Degree (required)

    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.