Financial Advisor - Bilingual Preferred

Job Description

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 Greater Charlotte!

Are you bilingual and deeply connected to your local community? Join Northwestern Mutual as a Financial Advisor and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base across Greater Charlotte.

Financial Advisors at Northwestern Mutual - Greater Charlotte offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each clients unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

Check this link out to hear about the type of care we provide: -rdpiDd08qu

Why Bilingual Leaders Can Thrive Here:

1. Enhanced Client Communication & Trust Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
2. Global Market Understanding Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
3. Leadership & Adaptability Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
4. Competitive Advantage in a Diverse Industry Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.

Meet some of our local team:

Kevin Salazar Managing Director:

• How long with NM? Kevin joined Northwestern Mutual in 2012 through the New Jersey/New York apprenticeship program and has been with the firm for 13 years.
• Prior Experience? Followed his passion to the University of West Virginia, where he earned a B.S. in Finance. He quickly became a top performer early in his career and, in 2014, relocated to Charlotte to build a premier financial planning team.
• Passionate About? Traveling with his wife and two kids.

Austin Matz Growth Development Director:

• How long with NM? Austin began his career through Northwestern Mutuals college internship program and has been with the firm for 6 years.
• Prior Experience? A Certified Financial Planner originally from Pittsburgh, PA, Austin now serves as a Growth Development Director within the Southpark office, leading a team of four.
• Passionate About? Golf, traveling, and spending time with family and friends.

Jorge Santana Director of Training and Development:

• How long with NM? Jorge joined Northwestern Mutual following a 23-year career in the United States Marine Corps.
• Prior Experience? Retired as a Master Gunnery Sergeant and is a passionate advocate for veterans, mentoring transitioning service members into successful civilian careers.
• Passionate About? Supporting veterans, and spending time with his wife and two children.

Peter Hofinga Executive Director of Recruitment:

• How long with NM? Peter brings over 13 years of leadership experience as a Marine Corps Reserve Officer to his role at Northwestern Mutual.
• Prior Experience? Actively serves in the Marine Corps Reserve and volunteers as a mentor for multiple organizations that support veterans transitioning to civilian employment.
• Passionate About? Captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters soccer teams.

Tyler Clary Financial Advisor:

• How long with NM? Started with Northwestern Mutual in 2021.
• Prior Experience? Former professional swimmer who proudly represented the United States at the highest levels, including the Olympics. Also held roles in business development prior to joining Northwestern Mutual.
• Passionate About? Giving back to the community, mentoring young athletes, staying active, and making a positive impact through local philanthropic efforts.

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.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

Required Skills: BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.

Preferred Skills and Experience:

• Bilingual
• Passionate about Business and Finance

Benefits:

• Exceptional income potential
• Leadership opportunities
• Extensive training and development; mentorship provided
• Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
• Development stipends
• Expense allowance
• Comprehensive medical coverage
• Two company funded retirement plans: a traditional pension plan and a defined contribution plan
• Group life and disability income insurance

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Salazar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.