Client Advisor - Competitive Drive Wanted

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Bonus based on performance

Training & development

Company parties

Opportunity for advancement

Job summary

Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored strategies for protection and growth. The role emphasizes ongoing plan reviews, referrals, and community involvement to build a robust client base.

Candidates should have a finance/business background, strong communication, and interpersonal skills, with licensing training provided by Northwestern Mutual.

Qualifications

• Bachelor's degree preferred in finance, business or related discipline.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships.
• Willingness to obtain state insurance licenses; training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored financial strategies to protect assets and secure client futures.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals, community involvement and professional associations.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Walnut Creek - Northwestern Mutual!

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 Walnut Creek - Northwestern Mutual!

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:

2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

Meet Our Local Team:

Cole Barrett – Managing Director:

• Time with NM: 6 years.
• Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset.
• Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.

Austin Nichols – Wealth Management Advisor:

• Time with NM: 8 years.
• Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

Michelle Peterson – Financial Advisor:

• Time with NM: 2.5 years.
• Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

Alex Icaza – Financial Advisor:

• Time with NM: 3 years.
• Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

Matt Langseth - Financial Advisor:

• Time with NM: 5 years.
• Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About: Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.

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. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. 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 performance-based incentives 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. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long-term financial security. 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. Cole Barrett is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.