The Waltos Group

 

Career Paths

The Network offers many opportunities for advancement through specialization or leadership roles.

Specialization
Part of the strength of the Network is our specialists in areas like disability income, long-term care, and investments and annuities. Representatives may also pursue opportunities to become a financial advisor of Northwestern Mutual Investment Services, LLC or a wealth management advisor of Northwestern Mutual Wealth Management Company®.

Leadership Opportunities
Leadership roles offer growth opportunities through 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 the Network.

There is no one way to explore leadership opportunities. Everyone's career path is unique. If entering a leadership role interests you, know that you can also maintain your own practice while helping other representatives build their own.

Through our distribution system, leadership opportunities include, but are not limited to:

L.E.A.D.: Through the L.E.A.D. (Leadership through Education, Achievement & Development) program you have access to an exclusive training curriculum that will help you develop the skills needed to take on a leadership role in your network office.

College Unit Director (CUD): Lead a group of energized college interns, taking part in "One of America's Top Ten Internships for 2006 (Vault Guide to Internships, 2006 edition.).

Field Director (FD): Assist in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives.

Managing Director: Take on the unique challenge of balancing personal production and managing a district network office.

Managing Partner: Create a vision and be responsible for the overall success of a network office.

 
 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.

 
   
 

1500 Quail St Ste 600
Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

 
 

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