What are the responsibilities and job description for the Financial Planner with Entertainment Expertise position at Wolfe District of Northwestern Mutual?
Benefits:
At the Wolfe District of Northwestern Mutual - Calabasas we are looking for a few key individuals with an Entertainment background to join us during this exciting ground-floor phase of our growth. This is a unique opportunity to be part of our growth and help shape the future of our district.
Our new office is located: 23975 Park Sorrento, Ste 410, Calabasas, CA 91302
Why Transition Your Entertainment Background into Financial Services:
Jaqilyn Wolfe, Managing Director/Financial Advisor:
At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jaqilyn Wolfe is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Vision insurance
At the Wolfe District of Northwestern Mutual - Calabasas we are looking for a few key individuals with an Entertainment background to join us during this exciting ground-floor phase of our growth. This is a unique opportunity to be part of our growth and help shape the future of our district.
Our new office is located: 23975 Park Sorrento, Ste 410, Calabasas, CA 91302
Why Transition Your Entertainment Background into Financial Services:
- Strong Communication Skills: Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.
- Adaptability Under Pressure: The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.
- Relationship Building: Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.
- Problem-Solving: Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.
Jaqilyn Wolfe, Managing Director/Financial Advisor:
- How long with NM? 7 years.
- Previous experience? Specializes in working with women in tech, medical professionals, and business owners, holding certifications such as CFP® and ChFC®.
- Passionate about? Loves weekends at the beach, traveling with her husband, and exploring new cultures and food.
- How long with NM? Over 25 years.
- Previous experience? Founder of Fortify Capital, specializing in working with AM Law 100 attorneys.
- Passionate about: Enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time with his family at the beach.
- How long with NM? Over a decade.
- Previous experience? Founder of Jason Melvin Financial, specializing in holistic financial planning for clients in advertising, marketing, medical, and tech industries.
- Passionate about? Enjoys outdoor activities with family, traveling, mountain biking, surfing, and relaxing at the beach.
- 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 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
At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jaqilyn Wolfe is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
