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Benefits :
Northwestern Mutual - Boston aims to be the pre-eminent financial security firm, consistently focusing on one ambition : to have a meaningful impact on our clients, our communities, our financial professionals, and our team members that will collectively create a legacy for future generations.
Our Boston office is growing by leaps and bounds and looking to add the next leader to our team.
MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS :
Danielle Owen : Financial Advisor
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.
Noah also enjoys exploring the culinary world as a self-proclaimed foodie.
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.
Follow this link to learn more about Jay and his growing practice : https : / / www.northwesternmutual.com / financial / advisor / jason-demarzo /
A Glance at Northwestern Mutual
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 policyowners not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
What sets us apart :
Our Unique Angle : Meticulous Training and Development
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
A glimpse at some of the structured training and development we provide our team members :
Why Our Representatives Love Northwestern Mutual
Qualities We Seek in a Candidate :
We seek individuals who resonate with our values and vision. Here's who we're looking for :
If these qualities describe you, then Northwestern Mutual - Boston 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. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Benefits :
Education :
Last updated : 2024-05-18
Full Time
$61k-79k (estimate)
04/29/2024
06/07/2024
The job skills required for Client advisor include Leadership, Teamwork, Planning, Financial Services, Accountability, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
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Advisors do meeting with prospective new clients to earn the right to give them advice.
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Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
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Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
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Ability to build relationships with client teams and key stakeholders.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
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Client advisots must be excellent communicators capable of leading a team.
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Step 3: View the best colleges and universities for Client Advisor.