Northwestern Mutual - Greater Springfield is seeking a Financial Advisor with an athletic mindset to help clients build lasting financial security on site in Springfield, MA. This role emphasizes understanding clients' financial needs, designing tailored plans, and growing a network of clients with coaching support and independence.
Position details
- Location: Springfield, MA (onsite)
- Salary: USD 107,000 - 149,000 per yearly
- Education: Bachelor's degree in finance, business, or related discipline
Responsibilities
- Engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
- Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.
- Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.
- Cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Requirements
- Bachelor's degree in finance, business, or related discipline.
- Excellent interpersonal and communication abilities.
- Strong analytical skills.
- Capability to build lasting client relationships.
- Willingness to obtain state insurance licenses (licensing required; training provided; sponsorship considered).
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Sponsorship for advanced certifications
- Performance-based incentives
- Unlimited earning potential
- Support from a dedicated planning team
- Marketing resources
- Experienced mentors
- Lucrative compensation structure
Why athletes could thrive here
- Coaching-Focused Support System
- Resilience and Focus
- Goal-Oriented Approach
- Discipline and Priority Management
- A Balance of Support and Independence
Office location
One Monarch Place, Suite 2100, Springfield, MA 01144
Leadership and growth team
COREY CARON - Managing Director
Time with NM: Since 2001. Prior Experience: Corey joined Northwestern Mutual in 2001 as a College Intern while attending Western New England University. After graduating, he transitioned into a full-time Financial Advisor role and has gained experience across multiple areas of the business, including Investment Compliance. Today, as Managing Director, he focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield and Downtown Hartford offices. Passionate About: Corey is dedicated to developing the next generation of financial professionals and fostering a strong, growth-oriented culture within his offices. He resides in Suffield, CT with his wife, Erin, and their three children.
KIM CAVALIERI - Financial Advisor
Time with NM: Since 2008. Prior Experience: Kimberly began her career with Northwestern Mutual in the fall of 2008 and quickly built a thriving financial practice. She has been consistently recognized as a top producer and leading Financial Advisor while maintaining the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of Million Dollar Round Table (MDRT) for over a decade, and was named Female Advisor of the Year by her network office in 2020. Passionate About: As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut, in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).
DANIELLE DELORGE - Growth & Development Director & Financial Advisor
Time with NM: Since 2016. Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team. Passionate about: Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.
