Jim Zara, CLU®, ChFC® in

Jim Zara, CLU®, ChFC®

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Managing Director & Wealth Management Advisor at Northwestern Mutual
📍 Chesterfield, Missouri, United States

Jim is a Managing Director and Wealth Management Advisor at Northwestern Mutual, specializing in financial solutions for physicians and business executives. An alumnus of the University of Missouri-Columbia, he holds the Chartered Financial Consultant (ChFC) designation and focuses on developing the next generation of top-tier advisors for his firm.

Outside of work, Jim is a family man who enjoys golfing, hunting, and spending time at the beach. He maintains a strong connection to his alma mater, the University of Missouri, and is passionate about giving back to the Trulaske College of Business.

He has been recognized by Forbes as one of Americas "Best-In-State Wealth Advisors."

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Experience
35 Years
Current Role
Managing Director & Wealth Management Advisor
Job Level
Mid-senior
Location
Chesterfield, Missouri, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jim cares about

Wealth Management
He specializes in creating comprehensive financial solutions for his clients, with a particular focus on business executives and physicians.
Advisor Development
In his Managing Director role, he is passionate about recruiting, training, and mentoring the next generation of successful financial advisors.
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Career

Work history

4-2014
Managing Director & Wealth Management Advisor
Northwestern Mutual
2-1991 - 4-2014
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1986 - 1990
Business Administration
University of Missouri-Columbia
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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