Finance Manager with Military Background

Job Description

Job Description

Benefits :

Stipend

Retirement

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 Cestia District of Northwestern Mutual is seeking to onboard a new Wealth Manager to 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 /

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

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.

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 :

Diogo Tavares

• Position : Financial Advisor and College Unit Director
• Experience : 4 years and 2 months with Northwestern Mutual; previous roles include lifeguard, EMT, Operations Manager in the heavy-duty truck business and served 7 passionate years in the US Army.
• Outside of Business : Family time, pursuing a doctoral degree, camping, DIY projects, and active involvement in youth and veteran organizations.

Andrew Tregre

• Position : Growth and Development Director
• Experience : 11.5 years with Northwestern Mutual; former intern; led pilgrimages and mission trips during college.
• Outside of Business : Dedicated to his wife and 3 children; passionate about church, pickleball, and his role at Northwestern Mutual.

Meet Managing Director, Stuart Cestia :

Stuart Cestia is a distinguished Managing Director at Northwestern Mutual of Louisiana-Lafayette, where he has been proudly associated since 1997. In his role, Stuart leads the performance, growth, and distribution of financial services in the Lafayette area, overseeing a strong and growing management team.

A native of New Iberia, Stuart holds a Bachelor of Science in Marketing with a minor in Finance from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette. His competitive spirit from his athletic days has translated into a successful career in financial services, earning him numerous awards, including the National Association of Insurance and Financial Advisors Quality Award and multiple National Quality Awards.

Stuart is passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.

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.

• 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. Stuart Cestia 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.