Financial Advisor with Oil & Gas Background
hace 2 días
San Antonio
Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results., • Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions., • Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands., • A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures.Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Meet Our Team: Brian Vrana, Managing Partner: • How long with NM? 23 years, • Prior to? Farmer. Started at NM in college through the internship program., • Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.Fernando Suarez, Managing Director:, • How long with NM? 40 years, • Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston., • Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry.Cathy Suarez, Associate Managing Director:, • How long with NM? 9 years, • Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits., • Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities.Chris Radliff, Growth and Development Director:, • How long with NM? 8 years, • Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development., • Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching.Grisel Lopez, Growth and Development Director:, • How long with NM? 4 years, • Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures., • Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community.About Us: At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. 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 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).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., • 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. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.