Client Advisor Drive Job Walnut Creek area,California USA,Sales

Benefits:

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

Join the Winning Team at Walnut Creek
- Northwestern Mutual!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Walnut Creek
- Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and

Collaboration:

Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.

Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long‑term goals are key to building a successful career.

Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal‑oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.

Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.

Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at:

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

Meet Our Local Team:
Cole Barrett – Managing Director:

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.

Austin Nichols – Wealth Management Advisor:

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.

Michelle Peterson – Financial Advisor:

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.

Alex Icaza – Financial Advisor:

Time with NM: 3 years.
Prior

Experience:

Started his career at Northwestern Mutual after graduating, however during college was president of…