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NM
Northwestern Mutual - Fairfield County
Client Advisor with Athletic Background
Career Insights for Personal Financial Advisor (General)
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$109,088 / year median in Connecticut
+2% projected growth
Job Description
Client Advisor with Athletic Background Northwestern Mutual
- Fairfield County Bridgeport, CT Job Details Full-time $70,000
- $95,000 a year 1 day ago Benefits Health insurance Dental insurance Work from home Vision insurance Opportunities for advancement Flexible schedule Qualifications Customer relationship building
Full Job Description Benefits:
Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual (NM)- Fairfield County, Connecticut!
Why Current and Former Athletes Thrive Here:
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here's why athletes thrive with us:Teamwork and Collaboration:
Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.Resilience and Determination:
Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.Goal-Oriented Mindset:
The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.Discipline and Time Management:
Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.Competitive Spirit:
The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who have excelled in athletics: Alex Beilin- Managing Partner How long with NM? 30 years. Previous experience? Worked at TGIFriday's during college, excelling in customer service and seasonal sales. Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development. Louis Pietig
- Managing Director, Fairfield District Office How long with NM? 7 years. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors. Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community. Andrew Kalinowski
- Managing Director, Westport District Office How long with NM?