Barish Financial - Northwestern Mutual
Financial Planner with Military Background
Full Time • Boca Raton, FL
Benefits:
- 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? Barish Financial of Northwestern Mutual is seeking to onboard a new Financial Planner 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://youtu.be/7qENT2Ydpn8
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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432
Meet Our Team:
Irene Barish, Managing Director and Financial Advisor:
- Time with NM: Since 2019
- Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care.
- Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.
Michael Velez, Growth Development Director:
- Time with NM: Since 2018
- Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth.
- Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children.
Caleb Posey, CFP®, Financial Advisor:
- Time with NM: 4.5 years
- Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation.
- Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.
Francois Truong, Growth Development Director:
- Time with NM: 4 years
- Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry.
- Passionate about: Spending quality time with family through cooking, outings, and actively participating in his children’s sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.
Craig Jay McLane, CFP®, ChFC®, CLTC®, Wealth Management Advisor and Growth and Development Director:
- Time with NM: 9 years
- Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball.
- Passionate about: Spending time with his wife, son, cat Fin, and dog Leo; scuba diving; watching professional sports; hosting barbecues with friends; spending time on the water.
Position Overview:
As a Financial Planner 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:
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan including a company-funded pension and PFGF (our version of a profit-sharing 401(k))
- Vision insurance.
Education:
- Bachelor's Degree (preferred)
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Compensation: $76,000.00 - $93,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers