Client Advisor with Competitive Drive

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 - Puget Sound!

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 - Puget Sound!

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 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 this career could be ideal for athletes:

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.

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual:

Our offices are located at:

• Seattle: 601 Union St. #2500, Seattle, WA. 98101
• Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004 
• Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402 

Meet Our Team:

Josh Johnston, Managing Partner (MP):

• Time with NM: 8 years.
• Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
• Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.

Blake Ozuna, District Director (DD):

• Time with NM: 9 years.
• Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
• Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.

Thomas Steingrebe, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
• Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.

Victoria Nenchev, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
• Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.

What We Value:

• Predictable growth and performance-based results.
• A collaborative, high-support team environment.
• Full training across the business development process.
• Proven systems, technology, and operational support.
• Leadership opportunities and strong work-life balance.

Candidate Characteristics

• Take ownership and responsibility
• Strong communicators who enjoy helping others make confident decisions
• Team-oriented, driven, and growth-minded
• Service-focused with integrity and professionalism

Position Responsibilities:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team..

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Bachelors Degree.
• Willingness to obtain needed licenses, support provided by NM.

Position Perks:

• Performance-based compensation with uncapped earning potential:
  • Average vs Top 25%
  • Year 1 | $76,000 - $193,000
  • Year 3 | $103,000 - $202,000
  • Year 5 | $139,000 - $289,000
  • Year 10 | $234,000 - $490,000
  • Year 15 | $341,000 - $790,000
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.