Barish Financial - Northwestern Mutual

**Benefits:** - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance **Are you a veteran with an unwavering sense of mission?** Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Barish Financial of Northwestern Mutual is seeking to onboard a new Financial Planner to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. *Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://youtu.be/7qENT2Ydpn8* **A Glance at Northwestern Mutual (NM):** Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. **Our thriving office is located at:** 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432 **Meet Our Team:** **Irene Barish, Managing Director and Financial Advisor:** - **Time with NM:** Since 2019 - **Previous experience:** Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care. - **Passionate about:** Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family. **Michael Velez, Growth Development Director:** - **Time with NM:** Since 2018 - **Previous experience:** Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth. - **Passionate about:** Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children. **Caleb Posey, CFP®, Financial Advisor:** - Time with NM: 4.5 years - Previous experience: Accounting background, including auditing regional healthcare entities and prior experience in tax preparation. - **Passionate about:** Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football. **Francois Truong, Growth Development Director:** - **Time with NM:** 4 years - **Previous experience:** Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry. - **Passionate about:** Spending quality time with family through cooking, outings, and actively participating in his children’s sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes. **Craig Jay McLane, CFP®, ChFC®, CLTC®, Wealth Management Advisor and Growth and Development Director:** - Time with NM: 9 years - Previous experience: Joined Northwestern Mutual after graduating from the College of William and…