Financial Advisor with Business Development Background

Benefits:

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

• Leverage Your Client-Facing Expertise: BD experienced individuals excel in building trust, presenting solutions, and guiding decision-making — the same skills that drive success in financial services when helping clients navigate important financial choices.
• Build Long-Term Client Relationships: In BD, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey.
• See the Tangible Impact of Your Work: Just as you’ve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients’ personal and financial well‑ness — both now and for years to come.
• Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities.

2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

• 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, 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.

• 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…