Financial Advisor with Business Development Background

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Business Development Expertise into Financial Services with Walnut Creek - Northwestern Mutual!

Why BD Professionals Could Thrive Here :

• Leverage Your Client-Facing Expertise: BD experienced individuals excel in building trust, presenting solutions, and guiding decision-making — the same skills that drive success in financial services when helping clients navigate important financial choices.
• Build Long-Term Client Relationships: In BD, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey.
• See the Tangible Impact of Your Work: Just as you’ve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients’ personal and financial well-being — both now and for years to come.
• Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities.

Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

Meet Our Local Team:

Cole Barrett – Managing Director:

• Time with NM: 6 years.
• Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset. 
• Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.

Austin Nichols – Wealth Management Advisor:

• Time with NM: 8 years.
• Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

Michelle Peterson – Financial Advisor:

• Time with NM: 2.5 years.
• Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

Alex Icaza – Financial Advisor:

• Time with NM: 3 years.
• Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

Matt Langseth - Financial Advisor:

• Time with NM: 5 years.
• Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About: Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.

Position Responsibilities for a Financial Advisor:

• 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.
• Life insurance license and FINRA certifications (or willingness to obtain).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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