Wealth Manager with Military Background

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

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Kosnick District of Northwestern Mutual is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our Network Office.

Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual : https : / / careers.northwesternmutual.com / field -careers / military /

Become a part of one of our 3 growing offices located :

Greater Rockford, IL : 1252 Bell Valley Rd, Rockford, IL 61108

Greater Janesville, WI : 400 Midland Ct Ste 104, Janesville, WI 53546

Greater Kenosha, WI : 7137 236th Ave, Salem, WI 53168

A Glance at Northwestern Mutual (NM) :

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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet the Backbone of Our Success, Our Leaders :

Michael Ciske, Financial Representative

• How long with NM? Started September, 2023.
• Previous experience? Army medic for 16+ years and office manager at a dental office.
• Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.

Jordan Kosnick, Managing Director :

• Time with NM : 15 years
• Background : Former resort valet / bellman, transitioned to NM as an advisor.
• Outside Interests : Faith, family, music, fitness, travel (frequent trips to Colombia), and the outdoors.

Muskan Musabji, Financial Advisor :

• Time with NM : Since January 2025
• Background : Former Project Manager for Walmarts Realty division, overseeing on-site remodels, managing day-to-day execution, and coordinating with third-party contractors to navigate real-time challenges.
• Outside Interests : Enjoys spending time with family and friends, traveling, reading, trying new restaurants, and hiking with her dog. She's also active in the local arts community.

Ryan Walton, Financial Advisor / Growth and Development Director :

• Time with NM : Since October 2021
• Background : Former call center and law firm roles; chose NM for greater impact.
• Outside Interests : Skiing, coding apps / games, card counting, and community volunteer work.

Samuel Behm, Financial Advisor / College Unit Director

• Time with NM : With NM since January 2020; full-time Financial Advisor for 3+ years and College Unit Director since February 2023.
• Background : Began his career with NM during college while studying Business Administration with a finance emphasis. Gained early work experience through part-time roles in fast food, construction, and manufacturing.
• Outside Interests : Enjoys traveling with his wife, golfing, staying active through endurance sports, and cheering on the Bears and Cubs.

Sandra Yang, Director of Recruiting & Selection :

• Time with NM : 1 year
• Background : Talent management experience, plus roles in banking and compliance.
• Outside Interests : Enjoys family time, cooking, beauty routines, and exploring new places with her husband and four kids.

Position Overview :

You will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include :

• Client Assessment : Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions : Develop personalized insurance plans that align with clients' long-term financial strategies.
• Relationship Building : Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Product Knowledge : Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Compliance and Ethics : Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

What Our Representatives Value :

• Potential for abundant, consistent, and predictable results.
• A collaborative, high-support team environment, fostering growth and camaraderie.
• Full business development process training and support for seamless operations.
• Proven operational systems and cutting-edge technology for enhanced agent efficiency.
• Achieving high performance while maintaining a great quality of life.
• A company experiencing rapid growth, offering leadership opportunities for top performers.

Candidate Characteristics :

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits :
• Retirement
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Vision insurance.
• Retirement plan.

Education :

• Associate Degree or Higher (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Kosnick is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.