Wealth Manager with Sports Background

Job Description

Job Description

Join the Winning Team at Tri-Harbor Financial Group of Greater Boston!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Wealth Manager with Tri-Harbor Financial Group of Greater Boston, a leading network of offices within Northwestern Mutual!

Why Current and Former Athletes Thrive at Tri-Harbor Financial Group :

At Tri-Harbor Financial Group, we recognize the unique strengths and qualities that former and current athletes bring to the table.

Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry.

Heres why athletes thrive with us :

• Teamwork and Collaboration : Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
• Resilience and Determination : Athletes are accustomed to facing challenges and persevering through difficult situations.

This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.

• Goal-Oriented Mindset : The drive to set and achieve goals is second nature to athletes. At Tri-Harbor Financial Group, this goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
• Discipline and Time Management : Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.

These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.

Competitive Spirit : The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

By leveraging these qualities, former and current athletes find a fulfilling and prosperous career at Tri-Harbor Financial Group, where their sports background becomes a cornerstone of their professional success.

Meet Some of Our Local Leaders :

Gabi Siegel, Growth & Development Director, Wealth Management Advisor :

• How long with Tri-Harbor Financial Group? 7 years
• Previous job / career / business experience? Internship with Northwestern Mutual during college and then joined as a full-time representative after graduating from Saint Anselm College with a degree in Finance and Business Management.
• Passionate about outside of business? College soccer player, passionate about traveling and spending time with her family, especially her husband Griffin and newborn Penelope.

Max Allen, Growth & Development Director, Wealth Management Advisor :

• How long with Tri-Harbor Financial Group? 5 years
• Previous job / career / business experience? Technical Recruiter at John Galt Staffing after graduating from Merrimack College with Bachelor and Master degrees in Exercise Science.
• Passionate about outside of business? D1 lacrosse player, now coaching at St. John Prep, passionate about coaching others in business and on the field and loves spending time with his wife Mikayla and his family on the Jersey Shore.

Julie Linehan, Financial Advisor :

• How long with Tri-Harbor Financial Group? 4 years
• Previous job / career / business experience? VP at Robert Half, legal recruiting, graduated from Bridgewater State University with a degree in English.
• Passionate about outside of business? Her 2 kids, Petra and Axel, traveling, and being involved with her church on the South Shore.

Sarah Adams, Managing Director :

• How long with Tri-Harbor Financial Group? 17 years
• Previous job / career / business experience? Came to Northwestern Mutual right out of college after graduating from Bryant University with a degree in Finance.
• Passionate about outside of business? Spending time with her niece and nephew, helping people create a life thats meaningful to them, helping to advance women in business.

Key Responsibilities : As a future Wealth Manager, your primary role will be to engage with clients to understand their insurance needs, providing personalized guidance to help them achieve their financial protection goals.

You will design and implement tailored insurance strategies that safeguard clients' assets and income, ensuring their long-term security.

Regularly reviewing and updating clients' insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.

Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications : We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory.

Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits : At Tri-Harbor Financial Group, you will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise.

Our lucrative compensation structure includes performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors.

Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in your community.

This is a Hybrid position.

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

Sarah Adams 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.