Financial Advisor Career Changer Opportunity
Wiegert District - Northwestern Mutual
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
- You already have what it takes, people skills, perseverance, and a desire to make a difference.
- We provide training, mentorship, and professional licensing support to help you confidently transition into financial services.
- You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Tek Wiegert – Managing Director:
- How long with NM? Started as an intern in 2004 and joined full-time in 2005.
- Prior Experience? Joined Northwestern Mutual directly after college.
- Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey.
- How long with NM? Has been with Northwestern Mutual for 5 years.
- Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University.
- Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family.
- How long with NM? Has been with Northwestern Mutual since 2008.
- Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual.
- Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams.
- How long with NM? Has been with Northwestern Mutual for 5 years.
- Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball.
- Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time.
- 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.
- Education: Bachelor's Degree is strongly preferred or military equivalent.
- 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: Willing to obtain necessary licenses if not already acquired, such as Series 6, 63, and state insurance licenses (support and sponsorship is integrated into training).
- Benefits include pension, dental, medical, group life, retirement, wellness, family planning, and additional voluntary benefits.
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Career advancement opportunities in various leadership positions.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning and development team, marketing resources, and experienced mentors.
- Work-Life Balance: Hybrid structure with the flexibility to create a schedule that fits into your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Vacancy posted a month ago
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