Financial Planner - Entry Level

Job Description

Job Description

Benefits:

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

Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between)! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! 

Our district office is located at: 107 Merchant Street, Suite 2A Madison, MS 39110

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, with a unique culture deeply dedicated to helping people achieve financial security.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

Local Mississippi Charities Supported by Our District:

• Young Life: Consistently hosting pickleball tournaments and serving the local Board.
• Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives.
• The Mind Center: Serving the Board, supporting brain health and research efforts.
• Children’s Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause.

Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.

SERVICE
Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.

INTEGRITY
Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. 

DISCIPLINE
Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. 

Meet some of our local leaders:

Chase Patrizzi, Managing Director:

• Time with NM: 9 years.
• Previous experience: Military background, passionately served the National Guard.
• Passionate About: Family (girl dad), Children's Hospital of Mississippi and golf.

Gates Willson - Growth & Development Director:

• Time with NM: Been with NM for 5 years.
• Previous experience: Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
• Passionate about: Young Life, fitness, and strength training.

Julie Colbert, Financial Advisor:

• Time with NM: 36 years.
• Previous experience: Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
• Passionate About: Swimming, athletics, and community service.

Christopher Johnston, Wealth Management Advisor:

• Time with NM: 18 years.
• Previous experience: Old Miss graduate in Psychology, started with NM right out of college.
• Passionate About: Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.

About the Financial Planner Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

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. Chase Patrizzi is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.