Financial Planner Career Changer Opportunity

Job Description

Job Description

Benefits:

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

Ready to turn your experience into something more meaningful? Lawhon Network, recognized as a Top 100 Workplace in 2025 by the Sun Sentinel , is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our mission is to lead and inspire individuals by aligning their vision, values, and actions to achieve financial security, one community, one business, and one life at a time. Guided by a vision to cultivate entrepreneurial leaders and advisors dedicated to excellence, we are passionate about the growth of our people and the meaningful impact we make in our communities, as we strive to become a top-performing network office by every measure.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our district offices are located at:

• 500 E Broward Blvd, Fort Lauderdale, FL 33394
• 201 Alhambra Cir, Coral Gables, FL 33134
• 19950 W Country Club Dr, Aventura, FL 33180
• 100 SE 2nd St, Miami, FL 33131
• 4501 Tamiami Trl N, Naples, FL 34103

Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: 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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:

Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale:

• Time with NM: 15 years.
• Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization.
• Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.

TJ Pacchioli – Wealth Management Advisor, Managing Director of Miami:

• Time with NM: 15 years.
• Prior Experience: Former college football athlete prior to joining Northwestern Mutual.
• Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.

Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples:

• Time with NM: 12 years.
• Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.
• Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.

Brian Reas – Managing Director of Aventura:

• Time with NM: 20 years.
• Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since.
• Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his children’s sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Children’s Hospital.

Robert Poleo – Managing Director of Coral Gables:

• Time with NM: 25 years.
• Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
• Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.

Emmy Iragorri – Chief Recruitment Officer:

• Time with NM: 7 years.
• Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.
• Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.

About the Financial Planner Role: As a Financial Planner 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 is strongly 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. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.