Wealth Manager With Military Experience

Benefits:

• 1st Year Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Inland Empire Office of Northwestern Mutual is seeking to onboard a new Financial Advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Our thriving office is located at: 3633 Inland Empire Blvd, Ontario, CA 91764

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/

A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

The Backbone of Our Success: Our Local Leaders
Amber Romo: Managing Director

• How long with NM? 8 years.
• Previous experience? Executive in Entertainment since age 16, specializing in post-production. Transitioned to NM after having her first baby, seeking more control over her time and a new career path.
• Passions outside of business? Enjoys spending time with her family (husband and two young daughters) and traveling, particularly to Hawaii and Disneyland. Former basketball player and passionate about ballet.

Ben Britt: Wealth Management Advisor

• How long with NM? 13+ years.
• Previous experience? Initially pursued a career in the video game industry as a developer, but realized it wasn’t for him. Changed gears to finance and joined NM about a year out of college, encouraged by a high school friend already at the company.
• Passions outside of business? Enjoys video games, spending time with his family (wife and three kids), and traveling. Avid foodies who love cooking together, with a particular fondness for Mexican cuisine, often driving long distances for the best Mexican restaurants.

Morgan Earman: Financial Representative

• How long with NM? 3 years.
• Previous experience? Professional baseball player who started a baseball coaching business focused on pitching. Joined NM to pursue a stable career where he could control outcomes.
• Passions outside of business? Passionate about golfing and spending time with his family. Recently had his first baby with his wife, whom he met in elementary school. Also loves fried chicken.

Position Overview: As a Financial Advisor you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

• Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions: Develop personalized insurance 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 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.

Why Our Advisors Thrive:

• 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.You will have the opportunity to earn a significant first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.
• Significant bonus opportunity commiserate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Education:

• Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Amber Romo is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.