Financial Advisor with Management Experience
20 days ago
Kennesaw
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. • Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success., • Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions., • See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security., • Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Meet Our Leader: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, I'm an Officer in the Army National Guard & Special Operations Community. I have a passion for advising veterans, athletes, business owners, attorneys & their clients; though I enjoy working with people of all backgrounds. In conjunction with knowledge gained from law school; I assist many of my clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with my wonderful wife, Savannah, and our two dogs; I enjoy networking, civic engagement, mentoring, and being outdoors. Views expressed are my own. Committee Involvement within Northwestern Mutual: • Vice Chair, Military Field Advisory Committee (20252026), • Military Chair, Diversity, Equity & Inclusion Committee, Callaway Black OfficeCurrent Community & Professional Memberships:, • Young Professionals of Atlanta (YPofATL) Founder Emeritus, • Leadership Buckhead, Class of 2024, • Finseca, • Million Dollar Round Table (MDRT), • Cobb Chamber of Commerce, • National Association of Insurance & Financial Advisors (NAIFA), • Bama in Atlanta Alumni Association, • VETLANTA, • Alabama National Guard Association, • VFW (Veterans of Foreign Wars) Post 2681 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 highly preferred, but not required., • 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).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.