Wealth Specialist with Fitness Background

Transition Your Fitness Experience into a new career in Financial Services!

• Discipline & Work Ethic – A background in fitness requires consistency, goal-setting, and perseverance, which are essential traits for success in financial services, where persistence and dedication lead to long-term client trust and growth.
• Goal-Oriented Mindset – Fitness professionals excel at setting measurable goals and creating step-by-step plans to achieve them, mirroring the financial planning process of setting financial objectives and developing strategies to reach them.
• People Skills & Trust Building – Just like in fitness coaching, financial professionals must build strong relationships, understand client needs, and provide personalized guidance to help clients achieve their long-term aspirations.
• Resilience & Adaptability – The fitness industry demands the ability to overcome setbacks and adjust strategies when progress stalls, a skill that directly translates to navigating market fluctuations and adapting financial plans for clients.

About Us : At the Fadil Group of Northwestern Mutual, we are a perennial leader within the Northwestern Mutual system, excelling in every measurable category : investment management, insurance planning, new advisor productivity, and college marketing. As the fastest growing firm in the country for new talent attraction and retention, we manage approximately $5 billion in assets and generate an average of $20 million in insurance production annually. We proudly support Alex’s Lemonade Stand and Team NEGU, both dedicated to funding pediatric cancer research and providing support for affected families.

Meet Our People :

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.

Key Responsibilities of a Financial Advisor :

• Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications :

• Experience : Previous experience in financial services or insurance is not required.
• Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

First Year Earnings Potential with The Fadil Group :

• Top Quartile : Over $200K in the first year.
• Top Decile : Over $300K in the first year.
• Worst Performance : $68K last year.
• Best Performance : $362K last year.

Long-Term Earnings Potential :

• 5 Years with Firm : Average advisor earns $600K annually.
• Top Quartile : $1.2M annually.
• Top Decile : Over $3M annually.

Position Perks :

• 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

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.

Salary : $125,000 - $195,000