Company relocates office in San Jose, California
SAN
JOSE, Calif., June 17,
2024 /PRNewswire/ -- Northwestern Mutual, a
financial security company focused on comprehensive financial
planning through both insurance and investments, is announcing the
relocation and expansion of its office in San Jose, California.
The new office, situated at 1919 South Bascom Avenue, Suite 350
in Campbell, CA, boasts a client
service center complete with a concierge, coffee bar, private
meeting rooms and stunning views. Additionally, the space will
feature a variety of workspaces for career advisors and new
advisors to conduct focused work and collaborate more efficiently
with their teams and each other. This relocation will allow
Northwestern Mutual San Jose to accommodate a growing team, enhance
collaboration among employees, and enable more than a 50% growth of
financial advisors and representatives, financial planning interns,
and staff within the organization.
"We are excited to embark on this next chapter," said
Kate Michaels, managing partner,
Northwestern Mutual. "The new location allows our advisors and
representatives to better collaborate and serve our clients in the
greater San Jose area. Our
commitment to comprehensive financial planning that helps clients
reach their goals remains unchanged."
The San Jose office is
comprised of a diverse team of financial professionals, all of whom
live in San Jose or the
surrounding area. Since its relaunch under Kate Michaels in March
2023, the office has doubled in size, with future expansion
plans in Vietnam Town,
Fresno, and South San Jose. Current District Directors
Doug Miller and Peter An, along with Growth and Development
Directors Natalie Le and Mike
Bacciarelli, will oversee the attraction, development, and growth
of new financial advisors and representatives, ensuring they uphold
the highest standards of success. To support the growth, the office
is also looking to add experienced leaders from the community to
join their team. Recruiting will be locally focused in an effort to
better understand the unique needs of the community and expand the
team's presence.
"Our San Jose community has experienced significant changes
these past few years with large employers scaling back," says
Michaels. "Fueled by our vision of passion, growth, mutual respect,
and integrity, we are on track to once again double the advisors
and representatives in our firm, ensuring a sustainable future for
both our firm and our clients, and providing career
opportunities to top talent in the area."
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses
achieve financial security for more than 165 years. Through a
comprehensive planning approach, Northwestern Mutual combines the
expertise of its financial professionals with a
personalized digital experience and industry-leading products to
help its clients plan for what's most important. With
over $627 billion of total assets1 being
managed across the company's institutional portfolio as well as
retail investment client portfolios, more than $36
billion in revenues, and $2.3 trillion worth of life
insurance protection in force, Northwestern Mutual delivers
financial security to more than five million people with life,
disability income and long-term care insurance, annuities, and
brokerage and advisory services. Northwestern Mutual ranked 110 on
the 2024 FORTUNE 500 and was recognized
by FORTUNE® as one of the "World's Most Admired" life
insurance companies in 2024.
Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company (NM), Milwaukee, WI (life
and disability insurance, annuities, and life insurance with
long-term care benefits) and its subsidiaries. Subsidiaries
include Northwestern Mutual Investment Services, LLC
(NMIS) (investment brokerage services), broker-dealer,
registered investment adviser, member FINRA and SIPC; the
Northwestern Mutual Wealth Management Company® (NMWMC) (investment
advisory and services), federal savings bank; and Northwestern Long
Term Care Insurance Company (NLTC) (long-term care insurance).
Not all Northwestern Mutual representatives are advisors. Only
those representatives with "Advisor" in their title or who
otherwise disclose their status as an advisor of NMWMC are
credentialed as NMWMC representatives to provide investment
advisory services.
1 Includes investments and separate account assets of
Northwestern Mutual as well as retail investment client assets held
or managed by Northwestern Mutual.
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SOURCE Northwestern Mutual