Client Advisor with Competitive Drive

Benefits:

• 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 - San Francisco!

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 - San Francisco!

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 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 thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105

Meet Our Local Team:

Elliott Waterman – Financial Advisor:

• Time with NM: 6 years, beginning his career in 2019.
• Prior Experience: Graduated Cum Laude from the University of San Francisco, where he played baseball for the USF Dons and was drafted by the Washington Nationals in the 13th round of the MLB Draft. After his professional baseball career, he returned to USF as Director of Operations for their Baseball Team. He holds FINRA Series 6 and 63 licenses and has built an advisory practice specializing in financial preparation.
• Passionate About: Born and raised in Martinez, CA, Elliott values creating a safe, comfortable space for collaborative goal-setting with clients. Outside of work, he continues to carry the discipline and teamwork learned from his baseball career into all aspects of his life.

Michael Byrne – Managing Partner:

• Time with NM: 18 years.
• Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
• Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.

Hannah Morando, CFP – Financial Advisor/Growth & Development Director:

• Time with NM: 7 years.
• Prior Experience: Attended FIDM in Los Angeles where she was President of Phi Theta Kappa Honors Society, then transferred to UC Berkeley, earning a degree in Political Science & Government. Began as a college intern in 2018 and has since impacted over 500 clients.
• Passionate About: Born and raised in Marin County, lives there with her fiancé and puggle, Thor. Enjoys country concerts and horseback riding.

Christopher Welton, MBA, CFP – Wealth Management Advisor:

• Time with NM: 13 years.
• Prior Experience: Founded and sold an online children’s party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking.
• Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.

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 devices, 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. In addition to robust health and wellness benefits, you’ll receive a company-funded pension and contributions to PFGF—our unique profit-sharing retirement plan—designed to support your long‑term financial security. 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. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.