Wealth Consultant with Military Background

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

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? Northwestern Mutual of Greater Charlotte is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.

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:

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

The Backbone of Our Success, Our Local Leaders:

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.

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.

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.

Position Overview:
As a Wealth Consultant 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.

What Our Representatives Value:

• 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.
• Significant bonus opportunity commensurate 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. Kevin Salazar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.