Career Paths

Supporting the development of our financial representatives helps strengthen Northwestern Mutual. We provide continuous opportunities for advancement through specialization and leadership training. Everyone’s career path is unique, so our independent financial representatives control the choices they make to help direct and further their careers.

Financial Representative: Representatives in this model will address client’s personal and business needs and help deliver financial security solutions through in-depth factfinding, needs analysis, and insurance and investment product recommendations.

Financial Advisor (with Northwestern Mutual Investment Services, LLC): Representatives in this model can use a personal and business planning process to deliver and implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment needs.
 
Wealth Management Advisor (with Northwestern Mutual Wealth Management Company®): Representatives in this model can deliver fee-based comprehensive planning, trust services, and/or investment advisory products and services that help address the unique financial issues faced by affluent families and business owners.
 

Specialization - The opportunity to specialize in market niches such as disability income, long-term care, annuities and investments. Representatives may also choose to become financial advisors of Northwestern Mutual Investment Services, LLC or wealth management advisors of Northwestern Mutual Wealth Management Company®.

  • Long Term Care (LTC) Specialist: Work with your clients to help ensure that their long term care needs, or the needs of a family member will be taken care of. 
     
  • Estate and Business Planning Specialist: Offer expertise in estate, business and executive benefit planning. They are appointed in the network office to provide marketing, consulting, and case development support on a joint work basis. \

Leadership - The opportunity for career advancement through the recruitment, development and retention of fellow representatives by opening new offices, strengthening existing ones, and supplying the overall structure and support to maintain and grow Northwestern Mutual. A representative can maintain his/her own practice while helping other representatives build new ones. Leadership opportunities include, but are not limited to:

  • Leadership through Education, Achievement & Development Program (L.E.A.D.): Provides access to an exclusive training curriculum that will help representatives develop the skills needed to take on a leadership role within their network office.
  • College Unit Director (CUD): Leads a group of energized college interns. Read more about our top-rated internship program.
  • Field Director (FD): Assists in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives.
  • Managing Director (MD): Takes on the unique challenge of balancing personal production and managing a district network office.
  • Managing Partner (MP): Creates a vision and is responsible for the overall success of a network office.

* If you are interested in learning more about our career paths, please contact one of our recruiters.

 
 Eddy Ricci Jr.

Eddy Ricci Jr., CFP®, ChFC®

Chief Development Officer
Office 212-819-1800 ext. 2042

 
 Andrew Charles Birgel

Andrew Charles Birgel

Director of Development
EMail
Office 212-819-1800

 

Devin Allen Shaffer

Director of Recruitment
EMail
Office 212-819-1800

Park Avenue Network Office

 

Travis James Caruso

Director of Training and Development
EMail
Mobile 646-761-3572
Office 212-819-1800

 
 Alexis Bryant

Alexis Bryant

Recruiter
EMail
Office 516-454-5242

 

Caroline Going

Recruiter
EMail
Office 212-819-1800

 
 JoAnn Brand

JoAnn Brand

Recruiter
EMail
Office 516-454-5259

My Networks: LinkedIn Twitter

Farmingdale District Office

 
 Kyle M Drobnis

Kyle M Drobnis, CFP®, CLTC®

College Unit Director
Office 201-639-0650

My Networks: LinkedIn Facebook

Paramus District Office

 

Michael Shorr

Recruiter
EMail
Office 201-639-0655

 

Michelle Lenzi

Recruiter
EMail
Office 212-819-1800

My Networks: LinkedIn

 
 Nicole Danielle Gallagher

Nicole Danielle Gallagher

College Unit Director
Office 516-454-5245

My Networks: LinkedIn

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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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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