Partner & Wealth Management Advisor

• Jun 2020 - Present

What is a financial plan without considering your life vision? My experience as a wealth management advisor at Northwestern Mutual has taught me that learning about your career and retirement goals is only part of the picture. The other part, the more significant part, is where you see yourself in the future — your life’s vision. Some want to travel the world, some want to own a beautiful home in a location they’ve always dreamed of, and some simply want a happy family life where they can send their kids through school without financial strain. This vision is of utmost importance when planning for your financial future; this is goals aligned with dreams. Whatever your dreams may be, to achieve your ideal future, you need a dedicated and highly skilled team of professionals that genuinely wants to help get you there. A team who wants to learn about your personal values and craft a customized financial plan that places you exactly where you want to be positioned post-retirement. Current clients of Luca Partners will tell you that we deliver unmatched financial services to people who are driven by a desire to achieve the best for themselves. Our work with high-level executives, physicians, dentists and attorneys has given us the experience and skills to help individuals by designing a plan meant to achieve the greatest benefit on their investment into their education and career dedication. ►If you’d like to do the same, contact us today and we will let you know how we can get started! Let's Connect: ✉ charles.irvin@nm.com ☎ 919.767.6217 ☛ www.luca-partners.com Show less

Growth + Development Director

• Jul 2015 - Present

At Northwestern Mutual, we've been helping clients achieve financial security for more than 160 years. Join our team in carrying on that tradition. Here you'll have access to training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. And, as you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life, you'll be solidifying your own financial future too. Hard work is valued and rewarded with opportunities for growth and exceptional income potential. The Durham office & I will help you:✔ Build a practice from the ground up with support from mentors and training tools.✔ Guide clients through a financial planning process that reflects our belief that over a lifetime most people will experience many different financial needs and circumstances. After assessing your clients’ needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals.You may have just found the career for you, if:✔ You want a company that values varied experiences and perspectives. ✔ You think hard work should be recognized and rewarded.✔ Teamwork and collaboration are important to you. ✔ You are looking for a fast-paced, highly productive environment.✔ You want to work for a company with exceptional financial strength whose values match your own.We want people with different backgrounds and work experience, including but not limited to: financial services, sales, educators, military veterans and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills and are a self-starter who is motivated and has had personal success.Join Our Team:charles.irvin@nm.com☎ 919.767.6217https://www.northwesternmutual.com/office/nc/durham/20691815/careers-in-finance/become-a-financial-advisor Show less

Wealth Management Advisor

• May 2009 - Mar 2020