Financial Planner - Seeking Former Educators / Coaches

Job Description

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 Teaching and Coaching Skills into Financial Services :

• Do Work That Matters : People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table.
• Leverage Your Communication Expertise : As a teacher or coach, youve mastered the art of communicationwhether 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 youve seen the difference youve 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 professionallywhile building a future that reflects your values and goals.

Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience : https : / / www.youtube.com / watch?v= -PAcM41CRes& list=PLAFDBB5184E6F3603 &index=7

Our thriving office is located at : 210 N. Edward Gary St. Unit 108 San Marcos, TX 78666

Meet Our Local Leaders :

Luke Borst Managing Director :

• Time with NM : 10 years
• Prior Experience : Spent 5 years in business development at First National Bank of Omaha
• Passionate About : A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.

Ty Terrazone Financial Advisor :

• Time with NM : 2 years
• Prior Experience : Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed
• Passionate About : Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.

Brian Vrana Managing Partner :

• Time with NM : 23 years (started through the internship program in college)
• Prior Experience : Farmer
• Passionate About : Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.

About Us : At Northwestern Mutual Greater San Marcos, we are on a mission to inspire action, maximize potential, and build lasting legacies across South Central Texas. As one of the fastest growing network offices in the country, were proud to be recognized as a Top 40 University District and home to standout leaders like Ty Terrazone, the number two Financial Advisor in the Southern Region for 2024. Our team brings together diverse backgrounds from farming and military service to corporate development, all grounded in our shared values of innovation, gratitude, excellence, and transparency. Beyond financial planning, our culture is rooted in community impact, with strong support for organizations like Dell Childrens Hospital, Alexs Lemonade Stand, and local fundraisers like Raising Dough and Raising Canes. At Greater San Marcos, we dont just plan, we lead with purpose.

Position Responsibilities for a Financial Planner :

• 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.
• Life insurance license and FINRA certifications (or willingness to obtain).

Our Unique Angle : Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

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 recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Luke Borst is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.