Client Advisor with Athletic Background

Northwestern Mutual - Wilmington; Wilmington (NC); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - Wilmington is seeking a Financial Advisor to work with clients on comprehensive financial planning, insurance protection, and wealth-building strategies. You will develop tailored plans, engage in ongoing client relationships, and contribute to community financial education.

The role emphasizes collaboration, licensing, and a client-first approach, with a support team and training to advance professionally in the Northwestern Mutual network.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Strong interpersonal and communication abilities; analytical mindset.

Responsibilities

• Engage with clients to understand comprehensive financial needs and goals.
• Design and implement tailored financial strategies to protect assets and plan for long-term security.
• Regularly review and update clients' financial plans and insurance policies; build a robust client network.

Skills

Interpersonal skills

Communication skills

Analytical skills

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 Northwestern Mutual - Wilmington!

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 - Wilmington!

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: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

Meet some of our local team:

Brian M. Cox, CFP® – Managing Director:

• Time with NM: 23 years
• Prior Experience: Prior to joining Northwestern Mutual, Brian built his career in financial services, ultimately rising to leadership within the firm.
• Passionate About: Brian enjoys traveling with his family, playing golf, and keeping tabs on all things related to soccer. His dedication to both his clients and personal life reflects his belief in living a well-rounded and meaningful life.

Lyndsey Stainback – Financial Advisor:

• Time with NM: 19 years
• Prior Experience: Served as Chief Recruiting Officer at Northwestern Mutual, where she played a key role in developing talent across the organization.
• Passionate About: Lyndsey is passionate about family life, traveling, tennis, and staying involved in her children’s sporting activities.

Ryan Nally – Financial Advisor:

• Time with NM: 8 years
• Prior Experience: Joined Northwestern Mutual as a college intern while playing Division I soccer at the University of North Carolina Wilmington (UNCW).
• Passionate About: Ryan enjoys spending time with family, playing soccer and golf, and surfing whenever he can.

Sean Carano – Financial Advisor:

• Time with NM: 2 years
• Prior Experience: Retired Lieutenant Colonel with Marine Special Operations Command (MARSOC), bringing years of leadership and service experience.
• Passionate About: Sean is devoted to family, travel, fitness, and helping other veterans successfully transition into civilian life and careers.

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. Brian Cox is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.