Wealth Manager with Military Experience

The Fadil Group
Dana Point, CA, US
$120K-$190K a year
Full-time
Benefits :
  • Stipend
  • Stipend
  • 401(k)
  • 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 Fadil Group of Northwestern Mutual is seeking to onboard a new Insurance Consultant 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 district 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 : https : / / careers.

    northwesternmutual.com / field-careers / military /

    Position Overview :

    As a Wealth Manager 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.

    Why Our Representatives Thrive :

    • 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.

    Candidate Characteristics :

    • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
    • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
    • Savvy communicators who find joy in simplifying complex decisions for others.
    • Generous souls who gladly treat others without hesitation.
    • Ambitious thinkers who embrace boundless opportunities and possibilities.
    • Advocates for teamwork and cooperation, where everyone contributes equally.
    • Passionate about their work, yet approachable and good-natured in their demeanor.

    Benefits :

    Strong Earnings Potential : Combining first year income and unlimited upside.You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements.

    Plus, unlimited variable compensation based on outcomes achieved.

    • Significant bonus opportunity commiserate with outcomes.
    • Dental insurance.
    • Health insurance.
    • Life insurance.
    • Retirement plan.
    • Vision insurance.

    Education :

    Bachelor's Degree (preferred)

    A Glance at Northwestern Mutual (NM) :

    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, with a unique culture deeply dedicated to helping people achieve financial security.

    What sets us apart :

    • Unsurpassed financial strength*
    • A long-term approach to planning
    • Personal guidance from financial professionals
    • A robust digital experience

    The Backbone of Our Success : Our Local Leaders :

    Steven Anderson, Financial Advisor :

    • How long with NM? 3 years.
    • Previous job / career / business experience? Former UCLA football player, prio work in the transportation industry. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director).
    • Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks.

    Chloe Wight, Director of Training and Development :

    • How long with NM? 2.5 years in total.
    • Previous job / career / business experience? Started in an elite advisor position focusing on production and team development.

    Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting.

    Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles.

    Enjoys yoga, pickleball, and has a background in Med-Device sales. Originally from Santa Monica, CA.

    Meet Alex Fadil, Managing Director : Alex has been with Northwestern Mutual for 13 years, starting as a college intern. Known for his collaborative and inclusive leadership style, Alex is committed to fostering a supportive and growth-oriented environment for his team.

    He has served on numerous boards through his alma mater, USC, including the LA regional board, Board of Governors, and Young Alumni Council.

    Outside of work, Alex is passionate about spending time with his wife and daughter, enjoying beach outings, and dining at local restaurants.

    He is also involved with UNICEF NextGen and has served on their LA Advisory Board for two years. Under Alex’s leadership, the office has seen significant financial growth and success, managing over $5 billion in assets and driving approximately $20 million in insurance production annually.

    1st Year Potential with The Fadil Group :

    • Top Quartile : Over $200K in the first year.
    • Top Decile : Over $300K in the first year.
    • Worst Performance : $68K last year.
    • Best Performance : $362K last year.

    Long-Term Earnings Potential :

    • 5+ Years with Firm : Average advisor earns $600K annually.
    • Top Quartile : $1.2M annually.
    • Top Decile : Over $3M annually.

    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.

    Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency.

    Ratings are as of 6 / 23 (Moody's Investors Service), 8 / 23 (A.M. Best Company), 8 / 23 (Fitch Ratings) and 5 / 23 (S&P Global Ratings).

    Ratings are subject to change.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

    Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

    30+ days ago
    Related jobs
    The Fadil Group
    Dana Point, California

    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 Fadil Group of Northwestern Mutual is seeking to onboard a new Insurance Consultant to our team. As a Wealth Manager you wil...

    Brightpath Associates LLC
    CA, United States

    Construction Project Manager with School Building Experience. As a Senior Project Manager you will grow your skills, knowledge, and learn best practices from an industry innovator that is also employee-owned!. To be successful in this position you will need to be open to learning, disciplined and sy...

    SS&C Technologies Holdings
    Remote - California, US
    Remote

    The ideal candidate is one who works or has worked within a multi-strategy hedge fund, financial institution or hedge fund administrator with solid exposure to fund accounting, OMS/PMS integration, middle office post trade reporting and operations. SS&C, through its BPO partnership with Lighthou...

    Promoted
    First Bank
    Newport Beach, California

    In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. Financial advisors must be able to meet basic client investment needs, including:. Meet and profile prospe...

    Promoted
    State Farm Insurance - Arlene Bautista
    Laguna Beach, California

    In this role, you will be responsible for working closely with our sales team to identify opportunities for new customers, develop sales strategies, and promote our incredible products and services. Develop insurance quotes, make sales presentations, and close sales. If you have previous experience ...

    Promoted
    Rainbow Restoration SPV LLC
    Lake Forest, California

    Perform sales calls resulting in scheduled meetings with target prospects. Identify prospect customers consistent with the Business Plan and market strategy and lead the "Whale Hunting" sales process for large commercial accounts. Complete weekly and monthly sales reports in a timely manne...

    Promoted
    Capstone Partners Financial and Insurance Services
    Newport Beach, California

    Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more strategic relationship centered vs product placement. Provi...

    Promoted
    GHA Technologies, Inc
    Lake Forest, California

    Up to $10k new client account credits. Up to $5k new account donation credits. ...

    Promoted
    CareConnect Health Services Inc
    Costa Mesa, California

    The Project Manager, (PM), works with project sponsors and teams to develop and track various projects to include tasks, responsibilities, due dates, outcomes reporting, meetings, outreach/training program, and coordination with vendors. Prepares agendas, minutes, and project summaries, and tracks p...

    Promoted
    Blach Construction
    Costa Mesa, California

    Project Manager/Senior Project Manager. Lead project teams including Project Engineers, Project. Job planning, job set up, project close out, obtain permits, review and understand plans and specifications, assemble and issue prime contracts, subcontracts and change orders, create and update CPM sche...