Financial Planner Seeking Former Educator/Coach - San Francisco
17 hours ago
Job description
Benefits:- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Do Work That Matters: People are drawn to this career because it offers meaningful work—the kind that provides fulfillment through service to others. That's why it resonates so deeply with the values teachers and coaches bring to the table.
- Leverage Your Communication Expertise: As a teacher or coach, you've mastered the art of communication—whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
- Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
- See the Impact of Your Work: Just as you've seen the difference you've made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients' lives.
- Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally—while building a future that reflects your values and goals.
Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA
Meet Our Local Team: 555 Mission St. Floor 16, San Francisco, CA
Michael Byrne – Managing Partner:
- Time with NM: 18 years.
- Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
- Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.
- Time with NM: 15 years.
- Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022.
- Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.
- Time with NM: 17 years.
- Prior Experience: Began as a Northwestern Mutual intern in 2008 while attending San Jose State University, graduating with a degree in Business Finance. Transitioned to full-time advisor that same year and has since held multiple director roles.
- Passionate About: Lives in Redwood City with her husband and their two children. Born in Mexico and raised in the Bay Area, she loves traveling internationally with her family, visiting destinations such as Mexico, Costa Rica, Denmark, Thailand, Iceland, and the Philippines. Upcoming trips include Japan and Europe.
- Time with NM: 8 months.
- Prior Experience: Graduated from the University of Charleston with a degree in Music Performance. Founded an entertainment LLC blending drag performance with merchandise sales, with a focus on service industry professionals, creatives, and LGBTQ individuals.
- Passionate About: Enjoys cooking, family time, and helping performers and creatives achieve financial security with tailored strategies for unpredictable income.
Position Responsibilities for a Financial Planner:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local, supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
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. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries
Flexible work from home options available.
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