Client Advisor - Competitive Backgrounds Encouraged

Northwestern Mutual; Wall (SD); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual in New Jersey is seeking a Financial Advisor who collaborates with clients to understand and meet their financial needs. You will guide planning, protect assets, and help clients pursue long-term financial security.

Responsibilities include designing tailored strategies, reviewing plans regularly, and cultivating a robust client network through referrals and community involvement to drive growth.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Ability to build lasting client relationships and work with a team.

Responsibilities

• As a Financial Advisor, engage with clients to understand financial needs and provide guided planning.
• Design and implement tailored strategies to protect assets and secure long-term goals.
• Regularly review and update plans and insurance policies to reflect changes.
• Grow client base through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationships

Education

Bachelor's degree in Finance or Business

Job description

Benefits:

• Retirement
• 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 - New Jersey!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - New Jersey!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at:

1670 Route 34, Suite 2, Wall Twp., NJ 07727

Meet some of our local team:

Rick McGarry – Managing Director:

• Time with NM: 42 years.
• Prior Experience: Rick has spent his career with Northwestern Mutual, building over four decades of experience helping clients achieve financial security and long-term confidence.
• Passionate About: Rick values spending time with his family and enjoys outdoor activities such as boating, golfing, and playing softball. He also loves to travel and is a devoted New York Mets fan.

Tanner Stewart – Growth & Development Director:

• Time with NM: 17 years.
• Prior Experience: N/A.
• Passionate About: Tanner enjoys coaching his children's sports teams and spending quality time with his family. Outside of work, he loves traveling, boating during the summer, and relaxing at the beach.

Ed Spinello – Growth & Development Director:

• Time with NM: 5 years.
• Prior Experience: N/A.
• Passionate About: Ed enjoys both playing and watching sports, with football being his favorite. He also follows baseball, hockey, and basketball, and spends much of his free time staying active at the gym.

Giana Coccimiglio – Director of Talent Acquisition:

• Time with NM: 2 years.
• Prior Experience: N/A.
• Passionate About: Giana enjoys spending time with her family and friends. She loves taking dance classes, attending concerts, going on walks, and relaxing at the beach.

Key Responsibilities

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including a new advisor bonus structure, three year enhancements and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick McGarry is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.