Financial Advisor with Business Development Focus

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual - San Francisco!

Why Sales Professionals Could Thrive Here :

• Leverage Your Client-Facing Expertise : Sales 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 sales, 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 youve 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-being 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.

Our thriving office is located at : 600 Montgomery Street, Suite 1600, San Francisco, CA 94111

Meet Our Local Team :

Giordano Salvetti Financial Advisor / Growth & Development Director :

• 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 fiance, whom he met at NM.

Chris Andrews Private Wealth Advisor :

• 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.

Christopher Welton, MBA, CFP Wealth Management Advisor :

• Time with NM : 13 years.
• Prior Experience : Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. 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.

Doug Turner Financial Advisor :

• 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.

Michael Byrne Managing Partner :

• 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 CavaliersRuby, 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.

Position Responsibilities for a Financial Representative :

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

Position Requirements :

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).
Benefits :
• Retirement
• 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 lifestyle and goals.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.