Financial Planner with Investment Advisor 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 Insurance & Investment Advisor Experience into a Career with Loper District - Northwestern Mutual!

Your experience as an Insurance Agent, Investment Advisor, Financial Advisor, or Financial Services Professional has prepared you for an opportunity to make an even greater impact. We're seeking professionals who are ready to build on their industry experience while helping clients create comprehensive financial plans.

• Leverage Your Industry Expertise: Your background in helping clients protect their assets, grow their wealth, and plan for the future gives you a strong foundation to provide holistic financial guidance.
• Build Deeper Client Relationships: You understand the value of trust and long-term service. At Northwestern Mutual, you'll have the opportunity to strengthen those relationships while helping clients navigate every stage of their financial journey.
• Expand the Value You Deliver: Broaden your impact by offering comprehensive financial planning strategies that help clients protect, grow, and preserve their wealth through every stage of life.
• Grow Without Limits: Your experience has brought you this far, now take it further. With industry-leading training, mentorship, and support, you'll have the opportunity to continue growing your practice while making a meaningful difference for the clients you serve.

Our thriving office is located at: 6715 N Palm Ave, Suite 116, Fresno, CA

Meet Our Leaders: 

Rick Abell, Managing Director:

• Time with NM: 30 years.
• Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
• Passionate About: Rick is a dedicated husband and father to four children—two in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $100,000 for childhood cancer research through their annual charity golf tournament.

Scott Loper, Growth & Development Director:

• Time with NM: 3 years
• Prior Experience: Worked as an estimator for irrigation company GarBennett and grew up working on his family orchard.
• Passionate About: Scott is married with two kids and four dogs. He enjoys family time and spent the past 10 years as a varsity baseball coach at Lemoore High School.

Gina Loza, Director of Training, Philanthropy & Events:

• Time with NM: 24 years.
• Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
• Passionate About: Gina enjoys spending time with her two energetic boys (ages 9 and 7) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is highly preferred, but not required.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• 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. Rick Abell is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.