Wealth Consultant with Military Background

Job Description

Job Description

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? Diverse Wealth is seeking to onboard a new Wealth Consultant 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 : / / 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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

The Backbone of Our Success, Our Local Leaders :

Sindy Walters - Managing Director :

• How long with NM? Been with NM for 18 years.
• Background? Born in Venezuela and grew up in Colombia. Moved to Orlando at 17 years old.
• Prior Experience? She started her career in the financial services industry with Northwestern Mutual in 2007, shortly after graduating from UCF with a degree in Business.
• Mission? Impacting the Hispanic and minority market in Central Florida, and bringing financial literacy and a call to action to each household while making it an enjoyable experience.
• Passionate About? Finds joy in traveling the world, giving back to the community, and spending time with her loving family.

Drew Walters - Lead Advisor :

• How long with NM? Been with NM for 20 years.
• Prior Experience? Received a degree in Finance from UCF. Started his career in the financial services industry through an Internship with Northwestern Mutual in 2003 and within a year had opened up a scratch financial planning office in Greater Orlando.
• Passionate About? Loves spending time with his wife and 2 children. Also enjoys spending time on the golf course and giving back to his community.

Edwin Wiley - Financial Representative :

• How long with NM? Joined Northwestern Mutual in June of 2024.
• Prior Experience? Former certified personal trainer and worked at UCF as the strength coach for their football team.
• Passionate About? Enjoys spending time weight lifting and training, his faith, and being with his loved ones.

Alysse Coe - Financial Representative :

• How long with NM? Joined Northwestern Mutual in January of 2025.
• Prior Experience? Was a corporate executive as well as an author prior to starting with NM.
• Passionate About? Loves spending time with her 2 children and husband, enjoys the beach, and watching documentaries.

Michael Alicea - Financial Representative :

• How long with NM? Joined Northwestern Mutual in October of 2023.
• Prior Experience? Started in the banking industry at the age of 15 doing an internship at Addition Financial. Also owns a gym called Greed Island Barbell.
• Passionate About? Loves spending time with his wife and 2 dogs. Is passionate about building an enduring financial planning practice where he helps business owners, families & government employees plan for the future.

Position Overview :

As a Wealth Consultant 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 :
• Retirement
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• 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. Sindy Walters is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.