Financial Advisor with Business Development Focus

Benefits:

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

Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media.

• Leverage Your Client-Facing Expertise:
  Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
• Build Meaningful Relationships:
  Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
• See the Impact of Your Work:
  In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
• Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.

555 Mission St. Floor 16, San Francisco, CA 94105

• Time with NM: 5 years.
• Prior
  
  Experience:
  
  Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern.
• Passionate About:
  Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiancée, whom he met at NM.

• Time with NM: 18 years.
• Prior
  
  Experience:
  
  Stanford graduate and former healthcare consultant before launching his NM practice in 2007.
• Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.

• Time with NM: 13 years.
• Prior
  
  Experience:
  
  Founded and sold an online children's party rental company. Held leadership roles in product management at startups, including idealab and  Then began a career in investment banking.
• Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.

• Time with NM: 5 years.
• Prior
  
  Experience:
  
  Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands.
• Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.

• Time with NM: 18 years.
• Prior
  
  Experience:
  
  Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
• Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers-Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

• Professional Development:
  Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential:
  Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship:
  Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance:
  Flexibility to create a schedule that fits your…