What are the responsibilities and job description for the Wealth Manager with Military Background position at Growth Financial Team of Greater St. Pete?
Benefits:
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 Growth Financial Team of Northwestern Mutual - Greater St. Pete is seeking to onboard a new client agent to our team. We are a diverse group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our office across Greater St. Petersburg.
Follow 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 (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.
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 SOME OF OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:
Brandon Halversen, Financial Advisor:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kacee Howes is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- 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 Growth Financial Team of Northwestern Mutual - Greater St. Pete is seeking to onboard a new client agent to our team. We are a diverse group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our office across Greater St. Petersburg.
Follow 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 (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.
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 SOME OF OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:
Brandon Halversen, Financial Advisor:
- Time with NM: Brandon is currently in his 3rd year as an advisor, totaling 6 years with Northwestern Mutual, which includes his internship.
- Experience: Prior to joining NM, Brandon passionately served as a Marine Sergeant for 6 years.
- Passions: Originally from SLC Utah, Brandon now resides in St. Pete with his spouse. He enjoys fishing and is actively developing a rental real estate portfolio.
- Time with NM: Aleesha established her personal financial planning practice in 2020 after transitioning from a background in tech account management and sales.
- Experience: With a strong foundation in account management and sales, Aleesha brings a wealth of expertise to her role as Growth and Development Director.
- Passions: Alongside her professional pursuits, Aleesha is a loving mother of two. She is dedicated to supporting others in their journeys to success and advocates for equity and diversity in her industry.
- Time with NM: 8 years.
- Experience: Danny brings 8 years of experience to the table, having previously worked in local St. Pete real estate.
- Passions: Outside of work, he's a devoted father of two, active in his community through volunteering, and finds joy in wakeboarding and foil boarding.
- 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.
- 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.
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Bachelor's Degree (preferred)
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kacee Howes 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.
