Financial Advisor with Athletic Background

Northwestern Mutual; Naples (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual’s Lawhon Network is seeking a Financial Advisor who partners with clients to assess their financial needs and build protective, growth-oriented plans. You will tailor strategies to protect assets, income, and long-term security, while delivering ongoing plan reviews and adjustments as life changes occur.

You will grow your network through referrals and community involvement, supported by training and a collaborative planning team.

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored financial strategies to protect assets and increase financial well-being.
• Regularly review and update client plans and insurance policies to reflect changes.
• Cultivate a robust client network through referrals, community involvement, and professional associations.

Skills

Interpersonal communication

Analytical skills

Client relationship management

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 Lawhon Network of 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 Northwestern Mutual - Lawhon Network!

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 could 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 district offices are located at:

• 500 E Broward Blvd, Fort Lauderdale, FL 33394
• 201 Alhambra Cir, Coral Gables, FL 33134
• 19950 W Country Club Dr, Aventura, FL 33180
• 100 SE 2nd St, Miami, FL 33131
• 4501 Tamiami Trl N, Naples, FL 34103

Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: https://youtu.be/7lYX5rb5e80

Meet Our Team:

Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale:

• Time with NM: 15 years.
• Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization.
• Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.

TJ Pacchioli – Wealth Management Advisor, Managing Director of Miami:

• Time with NM: 15 years.
• Prior Experience: Former college football athlete prior to joining Northwestern Mutual.
• Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.

Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples:

• Time with NM: 12 years.
• Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.
• Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.

Brian Reas – Managing Director of Aventura:

• Time with NM: 20 years.
• Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since.
• Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his children’s sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Children’s Hospital.

Robert Poleo – Managing Director of Coral Gables:

• Time with NM: 25 years.
• Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
• Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.

Emmy Iragorri – Chief Recruitment Officer:

• Time with NM: 7 years.
• Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.
• Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.

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 Device, 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. 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. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.