Client Success Advisor - Financial Services

Join a Championship Team at The Fadil Group – Northwestern Mutual!

At The Fadil Group, we don’t just offer careers—we build futures. As one of the fastest-growing firms in the Northwestern Mutual network, we excel in investment management, insurance planning, and advisor development, setting the standard for new talent attraction and long-term success. With $5 billion in assets under management and over $20 million in annual insurance production, we’ve built a reputation for excellence.

We’re also committed to making a difference. We proudly support Alex’s Lemonade Stand and Team NEGU, two incredible organizations funding pediatric cancer research and providing resources for affected families.

 Location: 18575 Jamboree Road, Suite 200, Irvine, CA 92612

 A Day in the Life of a Northwestern Mutual Advisor: https://www.youtube.com/watch?v=tar1BSa7Gaw

Why Northwestern Mutual?

Northwestern Mutual is a FORTUNE 500® company with over 5 million clients nationwide. As a mutual company, we serve policyowners—not Wall Street—putting client success at the heart of everything we do. Founded in 1857 in Wisconsin, we have a long history of helping individuals and businesses achieve financial security.

Meet Our Leadership Team

Alex Fadil – Managing Director

 13 years with NM (Started as a college intern!)
 Background: Served on multiple leadership boards at USC
 Passions: Family time, the beach, dining out, and giving back through UNICEF NextGen

Chloe Wight – Director of Training & Development

 2.5 years with NM
 Background: Former elite advisor, Long Beach office infrastructure builder
 Passions: Mentorship, training, fitness, travel, tennis, and pickleball

Steven Anderson – Financial Advisor

 3 years with NM
 Background: Former UCLA football player turned successful financial professional
 Passions: Music festivals, hiking, and exploring national parks

Sarah Downing – Wealth Management Advisor

 4 years with NM
 Background: Former Nordstrom retail manager turned finance professional
 Passions: Home renovation, fashion-forward finance, and helping clients build wealth

The Role: Financial Representative

As a Financial Representative, you’ll play a key role in helping individuals and businesses create a roadmap to financial success. You’ll build long-term client relationships, provide strategic financial planning, and develop tailored insurance solutions to protect and grow their wealth.

What You’ll Do:

✅ Consult with clients to understand their financial goals and aspirations
✅ Develop personalized financial plans including investments, insurance, and retirement
✅ Implement insurance strategies to safeguard assets and income
✅ Provide ongoing financial guidance, adjusting plans as needed
✅ Grow your network through referrals, community involvement, and professional connections

What We Look for in Candidates

✅ Bachelor’s degree preferred (not required)
✅ Strong interpersonal skills and ability to build client trust
✅ Previous experience in finance, business, or sales is a plus (but not required)
✅ Ability to obtain necessary licenses (Series 6, 63, state insurance licenses – sponsorship provided)
✅ Motivated self-starter who thrives in a goal-oriented environment

What You Get:

 Competitive Compensation: Unlimited earning potential with performance incentives
 $50K first-year stipend to support new advisors who meet requirements
 Comprehensive Training & Development: Learn from top industry professionals
 Mentorship & Support: Work alongside experienced advisors and receive one-on-one coaching
 Career Growth Opportunities: Pathways to leadership and wealth management roles
 Work-Life Balance: Hybrid work options with flexibility to build your ideal career
 Impact-Driven Work: Make a difference by helping families achieve financial security

Earnings Potential

✅ First-Year Top Performers: $200K
✅ Top Decile: $300K
✅ Entry-Level Floor: $68K (worst performance last year)
✅ Best Performer: $362K in the first year

Long-Term Growth:
 5 Years in the Business: Average earnings of $600K annually
 Top Quartile: $1.2M per year
 Top Decile: $3M per year

 If you’re looking for a career that offers purpose, financial freedom, and a high-impact professional journey, apply today!

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.