Financial Planner Former Educator​/Coach

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Do Work That Matters:
  People are drawn to this career because it offers meaningful work—the kind that provides fulfillment through service to others. That’s why it resonates so deeply with the values teachers and coaches bring to the table.
• Leverage Your Communication Expertise:
  As a teacher or coach, you’ve mastered the art of communication—whether it’s explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
• Build Lifelong Relationships:
  In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long‑term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
• See the Impact of Your Work:
  Just as you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients’ lives.
• Achieve Greater Rewards:
  The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally—while building a future that reflects your values and goals.

• Time with NM: 17 years.
• Prior
  
  Experience:
  
  Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor.
• Passionate About:
  Dedicated to women’s rights and focused on building an inclusive, purpose‑driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.

• Time with NM: 8 years.
• Prior
  
  Experience:
  
  Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About:
  Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

• Time with NM: 2.5 years.
• Prior
  
  Experience:
  
  First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About:
  Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

• Time with NM: 3 years.
• Prior
  
  Experience:
  
  Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About:
  Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

• Time with NM: 5 years.
• Prior
  
  Experience:
  
  Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About:
  Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.

At Walnut Creek – Northwestern Mutual, we are committed to professionalism, planning, prospecting, and purpose. We focus on…