Job Description
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Tuition assistance
- Vision insurance
Are you a former athlete with a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? Northwestern Mutual - Boston is ready to add a new Wealth Manager to our team. We are a dedicated group of driven, ambitious professionals, eager to impact peoples lives as we rapidly expand our office in Boston.
About Boston Native, Jay DeMarzo, Boston Office Managing Director: With a passion for financial planning and a commitment to personal and professional growth, Jay DeMarzo has become a prominent figure in the industry. Since joining Northwestern Mutual, Jay has embraced the opportunity to foster innovation and challenge conventional thinking. Dissatisfied with the cultural and performance direction of prior affiliations, he sought a dynamic environment where new ideas were not only welcomed but expected and found a home at Northwestern Mutual.
Jay's dedication to his clients and team members goes beyond professional advice; he and his wife, Abby, actively practice the financial principles they advocate. Married since 2009, Jay and Abby, a small business owner with a mental health counseling practice in Hanover, embody a holistic approach to life. They navigate the parenting journey with their two boys, William and Benjamin, both avid year-round baseball players, with William also excelling in cross country and track. Their French Bulldog, Pogey, completes the family picture.
Away from the world of finance, the DeMarzos find joy in an array of activities, from hiking and skiing to fishing and beach outings. Their commitment to community and church involvement, coupled with a shared love for reading, paints a vibrant portrait of a family deeply engaged in both professional and personal spheres. Through hard work and a penchant for innovation, Jay aims to not only succeed but also to find fulfillment and enjoyment in every aspect of life.
MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS: Danielle Owen: Financial Advisor - Prior Experience: Danielle spent over a decade as an environmental engineer before joining Northwestern Mutual. Seeking greater autonomy and equal treatment regardless of gender, she found a welcoming environment within the company.
- Time with the Local Team: 3 years.
- Outside of the Office: Danielle loves fitness, spending time outdoors with her dog Tuffy, Yoga & stand up paddle-boarding.
Noah Jones: Financial Advisor - Previous Role: Having worked in the financial industry at various firms, he sought a place where he could make a difference in the African American marketplace. Desiring a home where leadership values collaboration and listens to advisors, he found his fit.
- Time with Local Team: Approximately 2 years.
- Outside of Work: Noah's passions include being a dedicated father to his two boys and a loving husband. He has a deep love for sports, particularly basketball, and brings his college football experiences into his leisure time. Noah also enjoys exploring the culinary world as a self-proclaimed foodie.
About Northwestern Mutual - Boston: We wholeheartedly embrace the core values that shape our culture and define our approach to serving our clients. Personal Responsibility is a guiding principle, encouraging our team to take ownership of their actions, decisions, words, and thoughts. We believe that true success begins with individual accountability.
Grit is the foundation of our commitment to achieving long-term goals, especially when faced with challenges or adversity. We recognize that perseverance and passion are essential ingredients in the pursuit of excellence.
Gratitude is a cornerstone of our philosophy, fostering a deep appreciation for life's blessings and acknowledging the support of those who contribute to our journey.
With a Growth Mindset, we champion the belief that improvement arises from dedication, continuous learning, and hard work, challenging the notion that success is solely based on innate talent.
Courage is a value we hold dear, inspiring the willingness to undertake necessary actions in the face of risk, doubt, and uncertainty. At Northwestern Mutual - Boston, these principles guide our interactions, decisions, and our commitment to empowering individuals on their financial journeys.
The Competitive Edge: As a former athlete, you possess the characteristics that could lead to exceptional success as a wealth manager. Your history of athletic achievement and the determination to overcome adversity align with our local values of grit, courage, growth, gratitude and personal responsibility.
Why Choose Northwestern Mutual - Boston: - A Winning Culture: Our Boston office is a tight-knit community with values aligned to deliver the best for our clients. We celebrate collective victories and support each other's growth and success.
- Quality Training and Development: With Jays support team there to mentor you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your clients lives & achievements soar.
- Strong Earning Potential: Our advisors in and around Boston have seen remarkable success. With significant guidance, you'll have the chance to excel and secure a bright financial future.
- Leadership and Growth: You'll have the potential to develop into a better human, with opportunities to earn prestigious credentials while embracing generosity as a way of life.
Here is a glimpse at some of the structured training and development we provide our team members:
- Weekly Performance Coaching: Get guidance on key behaviors for building clientele and achieving your vision, focusing on effort, mindset, and skill set improvement.
- Weekly RAIN Meeting (Recognition, Accountability, Inspiration, New Learning): Recognize achievements, uphold accountability, find inspiration, and gain new insights through feedback and observation.
- Bi-weekly BUMP Meeting (Business Management and Planning): Collaborate with Business Operations Support to review pending cases and discuss best practices.
- Weekly Skill Build: Interactively build essential skills with our Managing Director, Jay DeMarzo, focusing on language mastery and sales cycle best practices.
Perks/Benefits: - Strong earnings potential.
- Exclusive training/development with top financial services professionals supporting you.
- An environment and culture of mutual support and growth.
- Opportunity to obtain prestigious credentials and recognition.
- Consistent opportunities for growing your income and character.
- Strong benefits and retirement package.
Qualifications: - Willingness and ability to achieve financial services licenses and certifications.
- Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
- Positive attitude and drive to succeed.
- Bachelors Degree.
Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team in Boston. With Jay DeMarzo and his support staffs passion and leadership, coupled with the resources and support of Northwestern Mutual, your success is within reach. Apply to be considered for an interview and learn more about our industry leading financial products, benefits and compensation package.
Deadline: Apply soon as this position will go fast.
Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL) designation is conferred by The American College of Financial Services.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jay DeMarzo 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.
Job Tags
Local area, Work from home, Outdoor, Flexible hours,