Career Changers

Whether you are at the early stages of your career or considering a career change, your move doesn’t have to be a daunting proposition. With the support of a quality organization, it can be an easy transition.

Some successful financial representatives with Northwestern Mutual's Midtown Manhattan office made the move to build their own practice at the earlier stages of their career.  Others were more established and seeking a more empowered role.

Many attorneys, bankers, accountants, educators, and military personnel have two things in common … they enjoy helping people and have transitioned into successful careers as financial representatives with Northwestern Mutual.

A career as a financial representative can give you the independence you are looking for, while having the extensive resources of Northwestern Mutual available to you.

Northwestern Mutual has been a leader in providing financial security to clients for over 150 years. Founded in 1857, our company is well-positioned to help manage financial risk and achieve financial security in today's complex world.

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Career Description:

Financial Representatives and Advisors:
  • Our financial representatives provide comprehensive financial planning to help meet a variety of personal and business needs, including asset and income protection, investment and advisory services, trust services, education funding, retirement solutions, estate planning, and employee and executive benefits.
 
Qualifications:
  • Bachelor’s degree from an accredited institution.
  • Strong interpersonal and relationship building skills.
  • Highly motivated.
  • History of personal / professional success.
  • Prior financial services experience not needed – extensive training platform provided.
     

Career Testimonials

Elaine Cacarillo, CLU

Elaine Cacarillo joined Northwestern Mutual in 1992 after spending 15-years in a successful career with a large public relations and advertising agency. As a mother of two young boys, she realized that she wanted more flexibility, independence, and time with her family. Elaine enjoyed this career in her early years with the agency because she was able to make choices that allowed her to have a good balance of work and family, and allowed her to be there for her children’s upbringing.

Since joining Northwestern Mutual, Elaine has consistently been among the top 10 producers in the agency, is a 5 time Forum qualifying member and among the top 10 women producers in the entire company. She has qualified for the Million Dollar Round Table every year since joining Northwestern Mutual. Furthermore, Elaine has been a mentor for the past 12 years and also does a great deal of joint work with the agency’s first-year representatives.  Elaine states, “I made more money in my first year as a financial representative than I did in the 15 years I spent in public relations. My only regret is that I didn’t find this career sooner”.

 

Jonathan Romero

Jonathan Romero joined Northwestern Mutual in January, 2015. Having spent a successful 18 years in financial services and asset management, he felt he could leverage his experience to establish a rewarding practice through the company's broad platform. 

“Adapting to change can be daunting. Northwestern Mutual has an excellent reputation, and some of the best products and services available in the marketplace. This office in particular has a robust training program, strong leadership, and excellent staff. If you are willing to do the work, this is a great career option. I feel fortunate to be here.”

 

Tom Harkins

Tom Harkins joined Northwestern Mutual in late 1999, after spending over a decade as a foreign exchange/capital markets trader. Tom was looking for a career where he could feel a sense of control over his practice and schedule, as well as escape from the high stress investment banking environment. “Northwestern Mutual afforded me the opportunity to take real ownership of my career. As importantly, I receive great satisfaction from helping clients. When a client has an unfortunate life event that would have been financially devastating had they not met me, and the family reaches out to thank me for what I did, there is a satisfaction that I could never have enjoyed in my former career.”

 

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck