Jessica Aliotti CFP, CLU, ChFC

Examiner
DISC Type : cs

Wealth Management Advisor at Northwestern Mutual

Los Angeles Metropolitan Area, United States

Overview

Jessica Aliotti is a nationally ranked Wealth Management Advisor at Northwestern Mutual, holding CFP®, CLU®, and ChFC® designations. Recognized by Forbes as a top advisor, she specializes in tax-efficient strategies and wealth preservation for professionals and business owners. She earned her Bachelors degree from Saint Marys College of California.

Formerly a student-athlete who played college soccer, Jessica began her career in entertainment television at E! Networks. She is passionate about financial literacy, particularly for women, and actively supports woman-based nonprofits and pediatric cancer research. Jessica lives in Orange County with her husband and three daughters.

Jessica pivoted from a career in entertainment production to finance after observing her successful peers lacked financial confidence.

Personality Overview

Late Adopter

Process Oriented

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are always well-planned and adopt a systematic approach.

Topics They Care About

Financial Literacy
Passionate about empowering others financially, with a specific focus on educating women and communities through speaking engagements at businesses and universities.
Tax-Efficient Strategies
A core part of her professional expertise, helping clients with tax mitigation and wealth preservation, as highlighted in her professional bio.
Wealth Preservation
Specializes in helping clients at every stage of life preserve their wealth for today and for future generations.

Media Appearances

Jessica has no verified media appearances

Work History

10-2014
Wealth Management Advisor at Northwestern Mutual
6-2012 - 9-2014
Post Production Coordinator at E! Networks
7-2010 - 6-2012
Production Assistant at E! Networks
6-2009 - 9-2009
Intern at EXTRA at Warner Bros. Entertainment Group of Companies

Education

2006 - 2010
Bachelor of Arts from Saint Mary's College of California

More Information

Social Presence :

Prographics :

Exp : 15 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jessica

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jessica take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jessica

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.