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Financial Advisor with Business Development Experience Job Opening In Gainesville – Now Hiring Berna District - Northwestern Mutual


Job description

Benefits:


  • Retirement

  • Bonus based on performance

  • Company parties

  • Dental insurance

  • Flexible schedule

  • Health insurance

  • Opportunity for advancement

  • Training & development

  • Vision insurance




Transition Your Sales Expertise into Financial Services with Berna District - Northwestern Mutual!


Why Professionals with Business Development Experience Could Thrive Here:





  • Leverage Your Client-Facing Expertise: Business development professionals excel in building trust, presenting solutions, and guiding decision-making — the same skills that drive success in financial services when helping clients navigate important financial choices.


  • Build Long-Term Client Relationships: In business development, success often comes from opening doors and creating opportunities.

    In financial services, you have the chance to take that further by fostering lifelong relationships, supporting clients through every stage of their financial journey.


  • See the Tangible Impact of Your Work: Just as you’ve celebrated the wins of helping organizations grow and achieve their goals, this career allows you to directly see how your guidance improves clients’ personal and financial well-being — both now and for years to come.


  • Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but also with substantial financial growth and advancement opportunities.


Our thriving office is located at: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470



Meet Our Local Team:

Jim Moretti, RICP, MBA – Growth & Development Director & Financial Advisor:


  • Time with NM: 10 years.


  • Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way.

    He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry.


  • Passionate About: Jim focuses much of his time on raising his two kids.

    Together they enjoy playing sports, watching movies, and spending time with their two pugs.

    Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.

Tyler Oppman – Field Director:


  • Time with NM: Nearly 8 years.


  • Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year.


  • Passionate About: Tyler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family.

    He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.

Austin Carrola – Financial Representative:


  • Time with NM: 1+ years.


  • Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual.


  • Passionate About: Austin is married with two young children.

    He is deeply passionate about his faith, family, and giving back to the community through outreach.

Harriet McCord – Financial Representative:


  • Time with NM: Less than 1 year.


  • Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world.


  • Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon.

    She loves traveling across the United States, where she hosts equestrian training clinics.

Position Responsibilities for a Financial Representative:

  • Educate clients on financial planning and insurance options.

  • Provide excellent customer service and build lasting relationships.

  • Collaborate with a local supportive team.

Position Requirements:

  • Strong communication and interpersonal skills.

  • Goal-oriented with a desire to succeed.

  • FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).

  • Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.

Benefits:

  • 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.

  • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.

  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.






Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Jim Moretti is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.



Flexible work from home options available.

Required Skill Profession

Financial Specialists


  • Job Details

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