Wealth Manager with Military Background
Full Time • Hybrid - US
Benefits:
- 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 Northwestern Mutual - Sugarloaf Office is seeking to onboard a new client advisor 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 office in Greater Atlanta.
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
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.
Our Unique Angle: Meticulous Training and Development
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:
Shannon Wiley, Managing Director:
- Time with NM: 20 years in July
- Prior Experience: Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
- Passions: Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.
Rich Wiley:
- Dual Role: Financial Advisor and Growth & Development Director
- Time with NM: 17 years, brother to Shannon Wiley
- Prior Experience: Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.
- Passions: Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.
Kerry Jules:
- Role: Financial Representative
- Time with NM: 18 months
- Prior Experience: Started right out of college with a business degree from Life University. Played collegiate soccer. Immigrated from Haiti as a youth, and graduated from Duluth High School in Duluth, GA.
- Passions: Loves coaching and playing soccer. Involved in the Haitian community. Takes salsa lessons in his free time.
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 Team Members Value Most:
- 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.
Qualities We Seek in a Candidate:
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- Achievers who celebrate accomplishments with a balanced and positive mindset.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Professionals dedicated to mastering their craft and excelling in their field.
- Savvy communicators who find joy in simplifying complex decisions for others.
- Emerging leaders and team players, equally adept at leading and collaborating.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Fearless individuals, unafraid of public setbacks as they embrace personal growth.
- Open-minded and receptive, eager to learn and be coached regardless of their experience level.
- Forward-thinkers who balance long-term vision with outstanding short-term performance.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education and Licensing Requirements:
- Bachelor's Degree (preferred) and willingness to obtain state insurance licensing.
If these qualities describe you, then Northwestern Mutual - Sugarloaf 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.
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. Shannon Wiley 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.
Compensation: $70,000.00 - $116,000.00 per year
Join the winning team at Northwestern Mutual of Atlanta.
Follow this link to hear about a Day In The Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Follow this link to hear about a Day In The Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
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.
The NM-Sugarloaf District Office has been recognized multiple times over the last decade for achievements such as Forbes’ Best Employers for Diversity, Military Friendly® Employer, Best Place to Work for LGBTQ+ Equity, Multicultural and Women’s Affinity Summits, and more.
What Sets Our District Office Apart:
- Family Leadership: Both the Managing Director and Growth & Development Director are a brother/sister family partnership from Gwinnett County. They have been with the company for a combined 27 years and have collaborated to build a successful practice, focused on guiding and mentoring new financial representatives.
- Pacesetter Excellence Expectation: We have a firm belief that all new advisors can and will achieve Pacesetter 1st 40. Pacesetter 1st 40 is the Top 10% of all new advisors at Northwestern Mutual nationwide.
- Launch Accelerator Program: A new advisor could earn up to $16K in extra incentives in their first 12 months.
- Comprehensive Support: Local Network Office support includes a Planning Team, Chief Marketing Officer, tutoring and sponsorship on investment exams and CFP. This allows you to build your career and access hundreds of advisors across the country for joint work opportunities, empowering and educating new advisors. You receive a mentor, the tools, resources, and technology that set your career up for success.
Meet some of our local leaders, the heartbeat of our business:
Shannon Wiley, Managing Director:
- Time with NM: 20 years in July
- Prior Experience: Started right out of college with a BBA degree. Shannon saw herself at NM, leading a team, with a clear vision.
- Passions: Family over everything! Loves working out at Orange Theory and living clean. Favorite destination is Italy. An avid golfer, started lessons 2 years ago, and enjoys traveling the US.
Rich Wiley:
- Dual Role: Financial Advisor and Growth & Development Director
- Time with NM: 17 years, brother to Shannon Wiley
- Prior Experience: Former client of NM and a Loan Originator in the Mortgage Industry. Chose to pursue a career at NM to stay connected with his community and family roots. Played college baseball.
- Passions: Faith, family, and country. Married to Jill with three boys: David plays college baseball at Wofford, Nick is in freight logistics sales, and Zachary is chasing his biggest Scottie Scheffler dreams through high school golf. A big sports family.
Kerry Jules:
- Role: Financial Representative
- Time with NM: 18 months
- Prior Experience: Started right out of college with a business degree from Life University. Played collegiate soccer. Immigrated from Haiti as a youth, and graduated from Duluth High School in Duluth, GA.
- Passions: Loves coaching and playing soccer. Involved in the Haitian community. Takes salsa lessons in his free time.
Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sugarloaf office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year.
You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks.
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
- Get off to a fast start
- Grow your career in finance through distinct learning paths
- Pursue advanced professional certifications with financial support
Who We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:
- Financial and Business Acumen
- Emotional Intelligence/Regulation
- Grit
- Growth Mindset
- Coachability
- Impact Driven
Next Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview.
Our thriving office is located: 2160 Satellite Blvd, Suite 100 Duluth, GA 30097
Our thriving office is located: 2160 Satellite Blvd, Suite 100 Duluth, GA 30097
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Industry Leading Compensation
Mentorship
Ongoing Training
Dedicated Support
Career Advancement Opportunities
Company Full of Successful Leaders
Positive Culture