Overview
Financial Planning and Analysis Manger Jobs in Dallas, TX at Zoom Technology Group
Benefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual – Greater Charlotte!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual – Greater Charlotte!
Why Current and Former Athletes Thrive Here:
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
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.
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.
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.
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.
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.
Meet some of our local team, many who have excelled in athletics:
Kevin Salazar – Managing Director:
How long with NM? Kevin joined Northwestern Mutual in 2012 through the New Jersey/New York apprenticeship program and has been with the firm for 13 years.
Prior Experience? Followed his passion to the University of West Virginia, where he earned a B.S. in Finance. He quickly became a top performer early in his career and, in 2014, relocated to Charlotte to build a premier financial planning team.
Passionate About? Traveling with his wife and two kids.
Austin Matz – Growth Development Director:
How long with NM? Austin began his career through Northwestern Mutual’s college internship program and has been with the firm for 6 years.
Prior Experience? A Certified Financial Planner originally from Pittsburgh, PA, Austin now serves as a Growth Development Director within the Southpark office, leading a team of four.
Passionate About? Golf, traveling, and spending time with family and friends.
Jorge Santana – Director of Training and Development:
How long with NM? Jorge joined Northwestern Mutual following a 23-year career in the United States Marine Corps.
Prior Experience? Retired as a Master Gunnery Sergeant and is a passionate advocate for veterans, mentoring transitioning service members into successful civilian careers.
Passionate About? Supporting veterans, and spending time with his wife and two children.
Peter Hofinga – Executive Director of Recruitment:
How long with NM? Peter brings over 13 years of leadership experience as a Marine Corps Reserve Officer to his role at Northwestern Mutual.
Prior Experience? Actively serves in the Marine Corps Reserve and volunteers as a mentor for multiple organizations that support veterans transitioning to civilian employment.
Passionate About? Captaining an adult soccer team, competing in Spartan Races, and coaching his three daughters’ soccer teams.
Tyler Clary – Financial Advisor:
How long with NM? Started with Northwestern Mutual in 2021.
Prior Experience? Former professional swimmer who proudly represented the United States at the highest levels, including the Olympics. Also held roles in business development prior to joining Northwestern Mutual.
Passionate About? Giving back to the community, mentoring young athletes, staying active, and making a positive impact through local philanthropic efforts.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will 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. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor’s degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Salazar is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Show more
Title: Financial Planning and Analysis Manger
Company: Zoom Technology Group
Location: Dallas, TX
