What are the responsibilities and job description for the Wealth Manager with Military Background position at ProducifyX?
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 Cestia District of Northwestern Mutual is seeking to onboard a new Wealth Manager 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://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.
What sets us apart:
• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience
The Backbone of Our Success, Our Local Leaders:
Diogo Tavares
Stuart Cestia is a distinguished Managing Director at Northwestern Mutual of Louisiana-Lafayette, where he has been proudly associated since 1997. In his role, Stuart leads the performance, growth, and distribution of financial services in the Lafayette area, overseeing a strong and growing management team.
A native of New Iberia, Stuart holds a Bachelor of Science in Marketing with a minor in Finance from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette. His competitive spirit from his athletic days has translated into a successful career in financial services, earning him numerous awards, including the National Association of Insurance and Financial Advisors Quality Award and multiple National Quality Awards.
Stuart is passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.
Position Overview:
As a Wealth Manager you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
If these qualities describe you, then our office 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.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
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 (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.
What sets us apart:
• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience
The Backbone of Our Success, Our Local Leaders:
Diogo Tavares
- Position: Financial Advisor and College Unit Director
- Experience: 4 years and 2 months with Northwestern Mutual; previous roles include lifeguard, EMT, Operations Manager in the heavy-duty truck business and served 7 passionate years in the US Army.
- Outside of Business: Family time, pursuing a doctoral degree, camping, DIY projects, and active involvement in youth and veteran organizations.
- Position: Growth and Development Director
- Experience: 11.5 years with Northwestern Mutual; former intern; led pilgrimages and mission trips during college.
- Outside of Business: Dedicated to his wife and 3 children; passionate about church, pickleball, and his role at Northwestern Mutual.
Stuart Cestia is a distinguished Managing Director at Northwestern Mutual of Louisiana-Lafayette, where he has been proudly associated since 1997. In his role, Stuart leads the performance, growth, and distribution of financial services in the Lafayette area, overseeing a strong and growing management team.
A native of New Iberia, Stuart holds a Bachelor of Science in Marketing with a minor in Finance from the University of Louisiana at Lafayette, where he was also a student-athlete, playing baseball at both Northwestern State University and the University of Louisiana Lafayette. His competitive spirit from his athletic days has translated into a successful career in financial services, earning him numerous awards, including the National Association of Insurance and Financial Advisors Quality Award and multiple National Quality Awards.
Stuart is passionate about family, spending quality time with his wife Angie and their children, Preston and Olivia. An avid outdoorsman, Stuart enjoys hunting and offshore fishing in his free time.
Position Overview:
As a Wealth Manager 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.
- 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.
- 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.
- Strong Earnings Potential: Combining first year income and unlimited upside.You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.
- Significant bonus opportunity commiserate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
- Bachelor's Degree (preferred)
- Low End: $45K in the first year.
- High End: $115K in the first year.
- Average of Career Advisors (5 years): $450K annually.
- Top 25%: $1M annually.
If these qualities describe you, then our office 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.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Salary : $2 - $450,000
