Field Advisor with Real Estate Background

Job title: Field Advisor with Real Estate Background

Company: Lake Norman District – Northwestern Mutual

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 Real Estate Experience to Financial Services with Northwestern Mutual!Are you a residential or commercial real estate agent interested in exploring a new career path? Lake Norman District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Advisor, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:

• Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
• Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
• Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
• Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills.
• Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.

About Us: At Lake Norman District – Northwestern Mutual, we specialize in creating comprehensive financial plans that integrate wealth management, risk management, tax-efficient strategies, and estate planning. Our goal is to provide personalized advice that helps clients achieve financial security and build lasting wealth. With a focus on collaboration and expert support, we empower our team members to make a meaningful impact while growing their careers in a rewarding environment.Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:Meet Our Local Leaders:Carla Miller – Market Leader & Financial Advisor

• How long with NM? Started in 2022
• Prior Experience? Graduated from Colorado Christian University and interned with Northwestern Mutual. She then spent time in higher education and human resources before working for 8 years as an executive director of a crisis intervention nonprofit in New Mexico.
• Passionate About? Carla enjoys spending time with her three kids, working out, and staying active. She was previously involved in CrossFit but now loves attending workout classes or using her home gym. Carla is very active in the Down syndrome community and serves as the Vice President of GiGi’s Playhouse in Charlotte.

Stephen Machanic – Financial Advisor

• How long with NM? Started in 2015.
• Prior Experience? A graduate of Appalachian State University, Stephen played outside linebacker there before interning with Northwestern Mutual during his final semester. He started full-time after graduation.
• Passionate About? Stephen lives in Charlotte with his wife, Alexis, and their golden retriever, Reagan. He enjoys golfing, shooting sporting clays, and staying active with the 6 a.m. crew at Ultimate Athlete in Lake Norman. An advocate for North Carolina’s wildlife, he’s a Lifetime Member of the NC Wildlife Resources Commission. Stephen is also passionate about App State and the Carolina Panthers and has helped connect Appalachian State alumni in Charlotte.

Tyler Clary – Financial Advisor

• How long with NM? Started in 2021
• Prior Experience? Tyler was a professional swimmer who represented the United States at the highest levels, including the Olympics. He also has experience in business development before transitioning to financial advising.
• Passionate About? Tyler brings a disciplined, strategic approach to wealth management, shaped by his background in elite sports. He’s passionate about helping clients build and achieve their financial goals. Outside of work, Tyler is dedicated to mentoring young athletes and giving back to the community through local philanthropic efforts.

Deidra Willis – Wealth Management Advisor

• How long with NM? Started in 2012
• Prior Experience? Deidra spent 8 years in business development before joining Northwestern Mutual. She is a graduate of Mississippi State University with a degree in Banking and Finance.
• Passionate About? Deidra is known for her ability to connect with people and bring them together. She is involved in the community through various service organizations, including her church and Delta Sigma Theta Sorority Inc. Deidra is on the board of WEE (Women Embracing Excellence) and the Career Mastered Magazine Executive Advisory Board. She enjoys working out, traveling, and spending quality time with her family and friends.

Key Responsibilities of a Financial Advisor:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing Support: Monitor clients’ financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Experience: Previous experience in financial services or insurance is not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Stephen Mechanic is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Expected salary: $185000 – 200000 per year

Location: Huntersville, NC

Job date: Fri, 14 Mar 2025 08:16:53 GMT

Apply for the job now!

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