What are the responsibilities and job description for the Wealth Advisor with Corporate Background position at Snow Financial Group?
Job Description
Job Description
Benefits :Transition Your Corporate Skills into Financial Services :
- Leverage Your Strategic Expertise : Professionals with a corporate background can excel in financial services because they have the strategic thinking and problem-solving skills necessary to navigate complex financial decisions and create tailored solutions for clients.
- Build Long-Term Partnerships : In the corporate world, you may have worked on short-term projects or transactions, but financial services offer the opportunity to build long-term, trusted relationships, helping clients achieve their financial goals over time.
- See the Impact of Your Work : Just as in the corporate world, where your decisions can drive business success, this career allows you to see the direct impact your guidance has on clients financial futures, providing lasting benefits to individuals and families.
- Achieve Greater Rewards : Transitioning into financial services can lead to a more fulfilling career path, offering personal satisfaction and greater financial rewards. This industry provides opportunities to earn significantly while making a real difference in the lives of clients.
- How long with NM? Tim has been serving as a Managing Director for the past 20 years.
- Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership.
- Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically.
- How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years.
- Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills.
- Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically.
- How long with NM? Graham has been a Financial Advisor for nearly 13 years.
- Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry.
- Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone.
- How long with NM? Has worked as a Wealth Management Advisor for over 15 years.
- Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry.
- Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Meet Our Local Leaders :
Tim Snow - Managing Director :
Paul Stadfeld - Wealth Management Advisor :
Graham Davis - Financial Advisor :
Natalia Margolis - Wealth Management Advisor :
About Us : At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to provide personalized financial solutions that empower clients to take control of their financial futures. We are committed to building long-term relationships based on trust, integrity, and expertise, helping clients make informed decisions to achieve their goals. Our team fosters an environment of professional growth, encouraging innovation and development while providing mentorship and strong support. With uncapped earning potential and the opportunity to make a lasting impact, Snow Financial Group is dedicated to both client success and career advancement.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ
Position Responsibilities for a Financial / Wealth Advisor :
Position Requirements :
Our Unique Angle : Meticulous Training and Support
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.
Position Perks :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
