Financial Planner - Seeking Former Educators/Coaches
18 days ago
Sterling
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: Many people find this career appealing because it allows them to help others in a meaningful way. For teachers and coaches, whose work is already rooted in service and personal connection, this kind of role may feel like a natural extension of what they value most., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives., • Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.Our thriving offices are located at:, • 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 Meet Our Local Leaders: 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 AthletesNikki 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 baseballMatt 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 BoardAbout Us: At The Chadwick Group, our mission is clear: Together, we help dreams become a reality. Were building a community of humble, hungry, and smart leaders who are launching and growing values-driven financial planning practices throughout the D.M.V. and beyond. Guided by our core valuesPersonal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitudewe are committed to integrity, excellence, and making a difference. Beyond business, were passionate about giving back, supporting local charities like Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others. If youre looking for a career with purpose and impact, we welcome you to join us. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain). 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. Kevin Chadwick is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.