Licensed Financial Professional

Benefits

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

At the Walnut Creek of Northwestern Mutual, we offer a mission-driven opportunity to support families in their financial journeys—while staying rooted in your community.

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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

• Time with NM: 6 years.
• Prior
  
  Experience:
  
  Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset.
• Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.

• Time with NM: 8 years.
• Prior
  
  Experience:
  
  Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

• Time with NM: 2.5 years.
• Prior
  
  Experience:
  
  First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales at AT&T, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

• Time with NM: 3 years.
• Prior
  
  Experience:
  
  Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

• Time with NM: 5 years.
• Prior
  
  Experience:
  
  Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About: Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.

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.

• Client Consultation:
  Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning:
  Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions:
  Recommend and implement insurance strategies to protect clients  assets and income.
• Ongoing Support:
  Monitor clients  financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Network…