Client Advisor with Athletic Background

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

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

• Time with NM: 30 years.
• Prior Experience: Gerard began his career as a Certified Public Accountant (CPA) before joining Northwestern Mutual, where he has built a long-standing and impactful career in leadership.
• Passionate About: Gerard is deeply passionate about his faith, family, and giving back to the community. He also enjoys traveling and playing golf, and values building meaningful relationships both personally and professionally.

• Time with NM: Since 2019.
• Prior Experience: Aaron joined Northwestern Mutual as an intern in 2019 while attending the University of Missouri–St. Louis, where he majored in Finance. He quickly distinguished himself as a top-performing intern, ranking #1 in the Southern Region and at Winter Camp. He transitioned to a full-time Financial Advisor later that year and achieved Pacesetter 40 within his first six months. Aaron is currently pursuing his Certified Financial Planner (CFP®) designation and founded Aeon Financial within Northwestern Mutual to deliver a more personalized, client-first approach.
• Passionate About: Aaron is passionate about empowering individuals and families to build wealth and achieve financial independence. Outside of work, he is dedicated to mentoring youth in his community, teaching and writing music for local high school band students, and staying active. He enjoys playing golf, watching sports (especially as a New York Knicks fan), playing the drums, and giving back through mentorship.

• Time with NM: Since January 2025.
• Prior Experience: Will brings a diverse background across business ownership, education, and corporate roles. He has experience leading operations, managing client relationships, developing programs, and supporting organizational initiatives in fast-paced, performance-driven environments. He founded and managed a successful DJ entertainment company, overseeing operations, client relations, marketing, and financial management. 
• Passionate About: Will is passionate about helping professionals, families, companies, and banks make informed financial decisions that lead to long-term, generational impact. He is committed to educating others on what’s possible and guiding them to take meaningful action through a genuine, transparent, and relationship-driven approach.

• Predictable growth and performance-based results.
• A collaborative, high-support team environment.
• Full training across the business development process.
• Proven systems, technology, and operational support.
• Leadership opportunities and strong work-life balance.

• Take ownership and responsibility
• Strong communicators who enjoy helping others make confident decisions
• Team-oriented, driven, and growth-minded
• Service-focused with integrity and professionalism

• 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.
• Willingness to obtain needed licenses, support provided by NM.

• Performance-based compensation with uncapped earning potential:
  • Average vs Top 25%
  • Year 1 | $76,000 - $193,000
  • Year 3 | $103,000 - $202,000
  • Year 5 | $139,000 - $289,000
  • Year 10 | $234,000 - $490,000
  • Year 15 | $341,000 - $790,000
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

• Bachelor's Degree (preferred)
  
  

Flexible work from home options available.