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Investment Consultant

$72k - $110k

GrabJobs

Benefits: Retirement 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? Salinas Financial Group (a thriving District within Northwestern Mutual) 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 people’s 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s 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: Ulises Leach - Lead Recruiter: How long with NM? Joined Northwestern Mutual in November 2022 as a recruiter in the Santa Monica office. Prior Experience? Ulises served in the United States Navy for 4 years, then graduated with a degree in Political Science from UCLA in 2020. He has since focused on helping veterans transition into civilian careers. Passionate About? Ulises enjoys connecting with individuals looking to pivot their careers and find opportunities with Northwestern Mutual. Outside of work, he loves spending time with his fiancé, Alexa, their two dogs, Coqueta and Chata, and attending Los Angeles sporting events. Devin Salinas - Managing Director: How long with NM ? Joined NM in 2009 as an intern and became a full-time Financial Representative in 2010. Prior Experience? Studied Finance and Economics at Linfield College. Devin was one of the top producing College Financial Representatives during his internship and has been a perennial Lives Leader Summit qualifier since 2012. Passionate About? Enjoys working with entrepreneurs, business owners, and retirement clients. Outside of work, he is a passionate husband, “girl dad” and has completed many long-distance triathlons, where he has been recognized as an Ironman All World Athlete and multi-time USAT All American. Kyle Billings – Director of Development: How long with NM? Joined NM in January 2022 and was promoted to Director of New Advisor Development within three months. Prior Experience? Kyle has a background in journalism and marketing, with an MBA from Pepperdine University. He previously worked as a Champagne Specialist, Marketing Manager for Moet Hennessy, and Director of Marketing for an Australian Non-Alcoholic Spirits Brand. Passionate About? Kyle is passionate about mentoring and has led the Class of 2024 to the number 1 position nationwide. He is also an Advanced Sommelier, one of fewer than 700 in the world, and is currently studying for his CFP designation. Erik Gutierrez - Field Director: How long with NM? Joined in 2020. Career Accolades? Erik quickly grew his practice, helping the Santa Monica office become one of the top-producing firms in the region. He has earned numerous awards, including Pacesetter 40 and qualifying for FastTrack Academy. Passionate About? Erik is a gifted athlete with a background in baseball at Lipscomb University and maintains an interest in golf and pickleball. He is also active in his church and community. Dominique Jackson – Field Director: How long with NM? Dominique has been with Northwestern Mutual since the start of her career and has seen consistent year-over-year growth. Career Accolades? She is the top-producing new advisor in the network, qualifying for FastTrack Academy and advancing into leadership early in her career. Passionate About? Dominique is passionate about travel and making an impact, and has been instrumental in building one of the top district offices in California. Eric Cho – Financial Representative: How long with NM? Eric joined Northwestern Mutual in August 2024, early in his career, and has quickly demonstrated his dedication and ambition. Early Career Acceleration? A graduate of Berkeley, Eric comes from a family of entrepreneurs and has a strong foundation in relationship-building and productivity. Despite being early in his career, he has already set goals for leadership and is off to a great start in building enterprise value. Passionate About? Eric is passionate about building a lasting financial practice and helping clients achieve their financial goals. He is committed to financial planning and, as a family man, values work-life balance with his wife and child. 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. Our thriving office is located: 2800 28th St, Suite #327 Santa Monica CA 90405 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $72,000.00 - $110,000.00 per year

Vacancy posted 2 days ago
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