Financial Advisor Leadership Background

Benefits

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

Transition Your Management Experience into a Career in Financial Services with The Chadwick Group of Northwestern Mutual!

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 you’ve 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, you’ve 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 isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006

8484 Westpark Drive, Ste 700, Tysons, VA 22182

• Kevin Chadwick – Managing Director

  How long with NM? 26 Years

  Prior to? College-Interned with Northwestern Mutual

  Passionate About? Watching my kids compete in sports—High 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? 5 years

  Prior to? Consulting/data analytics—helping Fortune 500 companies make data-driven decisions through research and analytics.

  Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Women’s Giving Circle.

• 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 & spokesperson for the CFP Board.

• 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.

• 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).

• 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 Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.