Wealth Manager with Military Background

Job Description

Job Description

Benefits :

Stipend

Competition

Retirement

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Dental insurance

Health insurance

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? Northwestern Mutual - Lake Elmo is seeking to onboard a new member to join our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples 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 /

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Our Thriving Office is Located : 530 Eagle Point Blvd. Suite 200 Lake Elmo, MN 55042

The Backbone of Our Success, Our Local Leaders :

Sarah Walter : Managing Director

• How long with NM? 21 years
• Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director.
• Passionate about? Spending time with her family at their lake place in Alexandria, MN, fitness, traveling, great restaurants, and capturing memories through scrapbooking.

Debbie Blattner : Director of Operations

• How long with NM? 20 years
• Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator.
• Passionate about? Enjoys biking, reading, live music, and spending time with her husband, Justin, and their adult children.

Joel Seleskie : Wealth Management Advisor

• How long with NM? 24 years
• Previous experience? Began career with Northwestern Mutual straight out of college.
• Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.

Emma Traun : Financial Representative

• How long with NM? Started in '24.
• Previous experience? Former Staffing Consultant.
• Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.

Kevin Snelling : Financial Advisor

• How long with NM? Started in '24.
• Previous experience? Former Chief Operating Officer at a business consulting firm.
• Passionate about? Golfing, working out, reading, traveling, and spending time with his wife and two young boys.

Position Overview :

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.

What Our Representatives Value :

• 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 :
• Stipend
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Education :

• Bachelor's Degree (preferred)

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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Walter is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.