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Wealth Manager Military Background

Job in Orange, Orange County, Texas, 77630, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2025-12-31
Job specializations:
  • Insurance
    Insurance Sales
  • Sales
    Insurance Sales
Job Description & How to Apply Below
Position: Wealth Manager with Military Background

Benefits:

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

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Conrad District of Northwestern Mutual is seeking to onboard a new Wealth Manager to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual:

Position Overview:

As a Wealth Manager 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.
Why Our Representatives Thrive:
  • 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.
Candidate Characteristics:
  • 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.
Benefits:
  • Strong Earnings Potential:
    Combining first year income and unlimited upside. You will have the opportunity to earn a first year stipend, ensuring you an income for putting in the work and meeting the position’s requirements. Plus, unlimited variable compensation based on outcomes achieved.
  • Significant bonus opportunity commiserate with outcomes.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Retirement plan.
  • Vision insurance.
Education:
  • Bachelor's Degree (preferred)
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 policy owners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

What sets us apart:

• Unsurpassed financial strength
* • A long‑term approach to planning

• Personal guidance from financial professionals

• A robust digital experience

Meet Our Lake Charles Leader, Jonathan Conrad:

As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college. He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and…

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