Financial Planner Career Changers

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful? At Northwestern Mutual
- Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact.

We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities.

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

479 Pacific St, Ste 1, Monterey, CA 93940

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 policy owners - not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE as one of the "World's Most Admired" companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

• Time with NM: 14 years.
• Prior
  
  Experience:
  
  Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
• Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.

• Time with NM: 8 months.
• Prior
  
  Experience:
  
  Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
• Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in Cross Fit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.

• Time with NM: 3 years.
• Prior
  
  Experience:
  
  Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelor’s degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
• Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3…