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Job description
Job DescriptionJob DescriptionBenefits: n
nBonus based on performance
nCompany parties
nDental insurance
nFlexible schedule
nHealth insurance
nOpportunity for advancement
nTraining & development
nVision insurance
n n
Ready to turn your experience into something more meaningful? At Northwestern Mutual – San Francisco, we are a Top 10 Network Office nationally recognized for excellence in advisor development and leadership in , equity, and . Our mission is to grow advisors and clients with intention, delivering lasting financial security through highly educated, integrated planning. We are proud recipients of honors including the 2025 WealthManagement.com Industry Awards DEI Finalist, Gen Impact Awards Top 3 & Council recognition, the 2024 Northwestern Mutual & Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand.
nWhy Career Changers Could Thrive Here: n
nYou already have what it takes, people skills, perseverance, and a desire to make a difference.
nWe provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
nYou’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
n nOur thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105
A Glance at Northwestern Mutual (NM):
n 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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
nMeet Our Local Team:
nMichael Byrne – Managing Partner: n
nTime with NM: 18 years.
nPrior Experience: Started at Northwestern Mutual as a college while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
nPassionate 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.
n nMarlin Adams – District Director & Financial Advisor: n
nTime with NM: 15 years.
nPrior Experience: Began as a Northwestern Mutual 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.
nPassionate About: A Bay Area , 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.
n nGiordano Salvetti – Financial Advisor/Growth & Development Director: n
nTime with NM: 5 years.
nPrior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an .
nPassionate About: Second- San Francisco from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiancée, whom he met at NM.
n nAbout the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
nKey Responsibilities: n
nClient Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
nFinancial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
nInsurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
nOngoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
nNetworking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
n nQualifications: n
nEducation: A bachelor's degree in finance, business, or a related field is .
nExperience: Previous experience in financial services, insurance or business development is beneficial but not required.
nSkills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
nLicenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
n nBenefits: n
nProfessional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
nIncome Potential: Competitive compensation structure including performance incentives, with no ceiling.
nSupport and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
nWork-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
nImpact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
n nNorthwestern 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.
Worksite address
san francisco, CA, 94199, US
Who can apply
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