Financial Advisor with Military Background

Job Description

Job Description

Benefits:

• 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 Beer Financial Group 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 network 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: -careers/military/

Position Overview:
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 Sets BFG Apart?

• Top 20 in Diversity & Inclusion, with nationally recognized advisors
• Strong support system: mentoring, expert training, and advanced technology
• Inclusive culture enabling unlimited personal and professional growth
• Income potential, with top first-year advisors earning $150,000+
• Independence, offering flexibility and control over your career path
• Backed by Fortune 500 company Northwestern Mutual, Aaa rated by Moody’s

Our growing network office is located: 

• Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA 
• Remote representatives serving Greater Palm Desert, CA 
• The expectation is to be in the office at least three days per week

The Backbone of Our Success, Our Local Leaders:

Christopher Ardoin - Financial Advisor, Director of Early Productivity:

• How long with NM? Joined Northwestern Mutual in October 2010.
• Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.
• Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

Janice Brodin - Financial Advisor, Growth Development Director:

• How long with NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Holds a degree in Business and Financial Management, CLF® leadership designation, and is pursuing her RICP®.
• Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

Mitchell Beer - Managing Partner:

• How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
• Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
• Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

Rojia Rashidfarrukhi - Chief Recruitment Officer:

• How long with NM? Joined Northwestern Mutual in January 2020.
• Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
• Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

Nathan Choe - Financial Advisor, Growth Development Director:

• How long with NM? Joined Northwestern Mutual in 2016.
• Prior Experience? Former teacher with a specialization in financial planning for teachers, engineers, attorneys, and doctors.
• Passionate About? Client education, building client relationships across 27 states, and mentoring new advisors.

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.

Benefits:

• Strong Earnings Potential: Combining the potential to earn a substantial first year stipend, with nlimited 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. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.