Benefits:

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Transition Your Wall Street Background into Financial Services!

Why current and former professionals with a Wall Street Background can thrive here:

Deep Market Knowledge: Years of exposure to complex financial instruments, market trends, and economic cycles provide a strong foundation for guiding clients and making informed decisions.
High-Pressure Experience: A Wall Street environment cultivates resilience, quick decision-making, and strategic thinking—critical skills for thriving in a client-focused, goal-driven financial services role.
Strong Analytical and Technical Skills: Proficiency in financial modeling, risk assessment, and data interpretation enables nuanced, tailored planning and investment strategies.
Established Professional Network: Access to a broad network of industry professionals and high-net-worth individuals can accelerate business development and client acquisition.

Meet Our People:

Archie Rigopoulis, Financial Advisor

How long with NM? Just had his 25th anniversary with NM 2 months ago.
Prior Experience? Formerly worked on Wall Street.
Passionate About? His family: two daughters Sophia and Maria and wife Penny. He enjoys traveling with his family and watching football.

Mark Savino - Managing Director:

How long with NM? Has worked with NM for 17 years.
Prior Experience? Mark graduated from Brown University where he was a D1 wrestler. He also interned with NM before starting his career with the company.
Passionate About? Mark loves spending time with his wife Andrea and his children Rocca and Izzy. He enjoys the sport of wrestling, the jersey shore, and traveling as well.

Marissa Williams - Wealth Management Advisor:

How long with NM? Has worked with NM for 22 years.
Prior Experience? She graduated from Villanova University.
Passionate About? Marissa spends 50% of her time being a mom of 3 kiddos while still being a top producer nationally. She also enjoys coaching her children, working out, being involved in her community, and recently picking up tennis.

Sagar Shah - Financial Planner:

How long with NM? Has worked with NM for 14 years.
Prior Experience? Sagar was the founder of his fraternity and graduated from Bryant University. He was also an intern with NM.
Passionate About? Sagar loves spending time with his wife Henna, playing pickleball, and being involved in his community.

Ryan Hengerer - Financial Advisor:

How long with NM? Has worked with NM for 7 years.
Prior Experience? Former PGA Athlete.
Passionate About? Ryan enjoys playing golf, spending time with his wife Kristen, and hosting office Taco Tuesdays.

Julian Palermo - Financial Advisor:

How long with NM? Has worked with NM for 6 years.
Prior Experience? He graduated from Stockton University and was an intern with NM before beginning his career with the company.
Passionate About? Julian enjoys cars and participating in high adrenaline activities like skydiving and racing.

Kevin Noon - Financial Advisor:

How long with NM? Has worked with NM for 2 years.
Prior Experience? Kevin graduated from Rider University and was formerly a D1 Men’s Basketball Coach.
Passionate About? Kevin loves spending time with his wife Jaclyn and two sons, Derek and Tyler. Kevin also loves their dog Chase and Philly sports.

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

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).
Ability to commute to our main office on a regular basis.

About Us: At Northwestern Mutual – Greater Monmouth County, we are dedicated to helping clients achieve lasting financial security. Rooted in the power of human connectivity and a holistic planning approach, we provide exclusive access to Northwestern Mutual’s industry-leading products and services. Our Red Bank office is home to the #1 New Advisor in the Country for 2024 and consistently ranks among the top nationwide, with advisors frequently placing in the top 50 of their class within their first five years.

Our culture is built on personal and professional growth, accountability, and an unwavering commitment to ethical excellence. We prioritize team development, offering ample opportunities for advancement while ensuring compliance and mission-driven service remain at our core. More than just a firm, we are a united team dedicated to helping clients and colleagues alike spend their lives living.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Savino is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $85,000.00 - $138,000.00 per year

(if you already have a resume on Indeed)