Talent.com
Financial Representative - Entry Level

Financial Representative - Entry Level

The Chadwick GroupSilver Spring, MD, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

    • At The Chadwick Group, our mission is simple : Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions.

    We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community.

    If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference.

    Our thriving offices are located at :

    • 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006
    • 8484 Westpark Drive, Ste 700, Tysons, VA 22182

      • Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

      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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

      Meet Some of Our Local Leaders, the Heartbeat of Our Business :

      Kevin Chadwick Managing Director

    • How long with NM? 26 Years
    • Prior to? College-Interned with Northwestern Mutual
    • Passionate About? Watching my kids compete in sportsHigh School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes

      • Nikki Macdonald, CFP Financial Advisor

    • How long with NM? One Month
    • Prior to? Masters in Music for Vocal Performance-Worked in Higher Education & Non Profit
    • Passionate About? Financial Education, Financial Literacy, Music, and spending time with family watching your brother play baseball

      • Matt Aaron, CFP Planning-Partnering with Northwestern Mutual

    • How long with NM? 11 years
    • Prior to? Former Northwestern Mutual Intern from Howard University
    • Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching Entrepreneurs, & spokesperson for the CFP Board

      • About the Financial Representative 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 : Bachelor's Degree is strongly preferred or military equivalent.
    • 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 :
    • Retirement
    • 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. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

      Flexible work from home options available.

    serp_jobs.job_alerts.create_a_job

    Entry Level Financial Representative • Silver Spring, MD, US