Financial Advisor with Leadership Skills

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Leadership Experience into a Career in Financial Services with Northwestern Mutual - Greensboro!

Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey.

• Leverage Your Leadership Strengths: Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success.
• Build Meaningful Connections: Just as you’ve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions.
• See the Impact of Your Leadership: You’ve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security.
• Unlock Unlimited Growth Potential: Unlike traditional leadership roles, your growth here isn’t limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential.

Our thriving office is located at: 333 N. Greene Street, Suite 400, Greensboro, NC 27401

Meet Our Team:  
 
Jeff Jackman, Wealth Management Advisor & Growth & Development Director:

• How long with NM? 10 years
• Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
• Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.

Kristin Kling, Financial Advisor:

• How long with NM? 10+ years
• Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
• Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.

Megan Parker, Director of Selection & Recruitment:

• How long with NM? 2 years
• Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
• Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.

M. Scott Henegar, Managing Director:

• How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
• Previous experience? Resort consulting, snow ski instructor, river guide.
• Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.