Field Advisor with Real Estate Background Job at Fiorito Wealth Management, Indiana

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  • Fiorito Wealth Management
  • Indiana

Job Description

Field Advisor with Real Estate Background Location Hybrid work in Byram, MS : 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? Fiorito Wealth Management 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 Representative, 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: Join the winning team at Fiorito Wealth Management (serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between)! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! We are committed to building a winning team through the development of emerging leaders and a culture of growth. Our passion for community drives us to support local organizations such as the Fellowship of Christian Athletes (FCA), Young Life, The Mind Center, and the Children's Hospital of Mississippi in Jackson. Join us and take the next step in your professional journey with a team dedicated to success and service. Our District office is located: 210 Draperton Grove Ridgeland, MS 39157. The Heartbeat of our Business: Nick Fiorito - Managing Director:
  • How long with NM? Been with NM for 20 years.
  • Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system.
  • Passionate about? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football.
Nate Baker - Director of Operations:
  • How long with NM? Been with NM for 1 year.
  • Previous experience? COO of Learn Arena, joined NM for growth opportunities.
  • Passionate about? Family, Little Lighthouse of Mississippi, running, and politics.
Gates Willson - Financial Advisor:
  • How long with NM? Been with NM for 5 years.
  • Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
  • Passionate about? Young Life, fitness, and strength training.
Julie Colbert - Financial Advisor:
  • How long with NM? Been with NM for 36 years.
  • Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
  • Passionate about? Swimming, athletics, and community service.
Christopher Johnston - Wealth Management Advisor:
  • How long with NM? Been with NM for 18 years.
  • Previous experience? Ole Miss graduate in Psychology, started with NM right out of college.
  • Passionate about? Family, coaching, Ole' Miss Alumni association, basketball, and deer hunting.
Chase Patrizzi - Growth and Development Director, Financial Advisor:
  • How long with NM? Been with NM for 9 years.
  • Previous experience? Military background, passionately served the National Guard.
  • Passionate about? Family (girl dad), Children's Hospital of Mississippi and golf.
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. Nick Fiorito is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Job Tags

Full time, Work at office, Local area, Work from home, Visa sponsorship, Flexible hours, Shift work,

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