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Financial Advisor with Corporate Background

March 31, 2026

Benefits:• Retirement• Bonus based on performance• Company parties• Dental insurance• Flexible schedule• Health insurance• Opportunity for advancement• Training & development• Vision insuranceTransition Your Corporate Background into Financial Services!• Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans.• Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services.• Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services.• Adaptability & Industry Knowledge Corporate professionals are used to navigating evolving markets, regulations, and business landscapes, making them well-equipped to adapt and thrive in the dynamic financial sector.Meet Our People: Milan Suri - Managing Director• How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry.• Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate.• Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner• How long at NM? Started in 2015.• Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017.• Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach• How long at NM? Joined Northwestern Mutual in 2008.• Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual.• Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:• Significant bonus opportunity commensurate with outcomes• Dental insurance• Health insurance• Life insurance• Retirement plan• Vision insurance• Ongoing professional development• Local culture of support and positive recognitionKey Responsibilitiesof a Financial Advisor:• 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:• Experience: Previous experience in financial services or insurance is 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).About Us:At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures.Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

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