Financial Planner, Seeking Former Attorneys

Job Description

Job Description

Are you a current or former attorney with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence? The Fadil Group of Northwestern Mutual is seeking to onboard a new Financial Planner 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.

Transitioning from law to financial services offers a rewarding opportunity to leverage your analytical skills, problem-solving abilities, and client advocacy in a dynamic and growing industry. As a former attorney, you already possess the critical thinking, negotiation, and risk assessment expertise needed to guide clients through complex financial decisions with confidence. Unlike law, where success is often reactive, financial services allow you to take a proactive approachhelping clients build wealth, secure their futures, and achieve long-term financial success. Plus, the industry offers strong earning potential, greater flexibility, and the satisfaction of making a lasting impact on peoples lives.

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 :

Steven Anderson, Financial Advisor :

• How long with NM? 3 years.
• Previous job / career / business experience? Former UCLA football player, prio work in the transportation industry. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director).
• Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks.

Chloe Wight, Director of Training and Development :

• How long with NM? 2.5 years in total.
• Previous job / career / business experience? Started in an elite advisor position focusing on production and team development. Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting.
• Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles. Enjoys yoga, pickleball, and has a background in Med-Device sales. Originally from Santa Monica, CA.

Position Overview :

As a Financial Planner 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.
Benefits :
• Stipend
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

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 and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.