Fiorito Wealth Management
Financial Representative Entry Level
Fiorito Wealth Management, Edwards, Mississippi, United States, 39066
Overview
Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson. We are significantly investing in growth through the development of new internal leaders and eager to hear your story! Our District office is located: 210 Draperton Grove Ridgeland, MS 39157. About the Financial Representative Role
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Benefits
Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance
Additional benefits include professional development, a competitive income potential with performance incentives, dedicated mentorship, flexible work options, and a commitment to work-life balance. Key Responsibilities
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
Education: A bachelor’s degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but 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). Licenses and Training
Training and sponsorship are available to obtain the required licenses. Additional Benefits and Support
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. A Glance at Northwestern Mutual (NM)
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: https://youtu.be/tar1BSa7Gaw Local Mississippi Charities Supported by Our District
Young Life: Consistently hosting pickleball tournaments and serving the local Board. Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives. The Mind Center: Serving the Board, supporting brain health and research efforts. Children’s Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause. Our Values
Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients. SERVICE
– Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. INTEGRITY
– Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. DISCIPLINE
– Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. Meet some of our local leaders Nick Fiorito, Managing Director: How long with NM? 20 years. Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system. Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football. Nate Baker, Director of Operations: How long with NM? 1 year. Previous experience? COO of Learn Arena, joined NM for growth opportunities. Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics. Gates Willson, Financial Advisor: How long with NM? 5 years. Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college. Passions outside of business? Young Life, fitness, and strength training. Julie Colbert, Financial Advisor: How long with NM? 36 years. Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college. Passions outside of business? Swimming, athletics, and community service. Christopher Johnston, Wealth Management Advisor: How long with NM? 18 years. Previous experience? Old Miss graduate, psychology, started with NM right out of college. Passions outside of business? Family, coaching, Ole Miss Alumni association, basketball, and deer hunting. Chase Patrizzi, Growth and Development Director, Financial Advisor: How long with NM? 9 years. Previous experience? Military background, passionately served the National Guard. Passions outside of business? Family (girl dad), Children’s Hospital of Mississippi and golf. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
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Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson. We are significantly investing in growth through the development of new internal leaders and eager to hear your story! Our District office is located: 210 Draperton Grove Ridgeland, MS 39157. About the Financial Representative Role
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Benefits
Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance
Additional benefits include professional development, a competitive income potential with performance incentives, dedicated mentorship, flexible work options, and a commitment to work-life balance. Key Responsibilities
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
Education: A bachelor’s degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but 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). Licenses and Training
Training and sponsorship are available to obtain the required licenses. Additional Benefits and Support
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. A Glance at Northwestern Mutual (NM)
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: https://youtu.be/tar1BSa7Gaw Local Mississippi Charities Supported by Our District
Young Life: Consistently hosting pickleball tournaments and serving the local Board. Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives. The Mind Center: Serving the Board, supporting brain health and research efforts. Children’s Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause. Our Values
Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients. SERVICE
– Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. INTEGRITY
– Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. DISCIPLINE
– Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. Meet some of our local leaders Nick Fiorito, Managing Director: How long with NM? 20 years. Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system. Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football. Nate Baker, Director of Operations: How long with NM? 1 year. Previous experience? COO of Learn Arena, joined NM for growth opportunities. Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics. Gates Willson, Financial Advisor: How long with NM? 5 years. Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college. Passions outside of business? Young Life, fitness, and strength training. Julie Colbert, Financial Advisor: How long with NM? 36 years. Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college. Passions outside of business? Swimming, athletics, and community service. Christopher Johnston, Wealth Management Advisor: How long with NM? 18 years. Previous experience? Old Miss graduate, psychology, started with NM right out of college. Passions outside of business? Family, coaching, Ole Miss Alumni association, basketball, and deer hunting. Chase Patrizzi, Growth and Development Director, Financial Advisor: How long with NM? 9 years. Previous experience? Military background, passionately served the National Guard. Passions outside of business? Family (girl dad), Children’s Hospital of Mississippi and golf. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.
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