Financial Representative Entry Level

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 Alex’s Lemonade Stand Foundation, Washington Area Women’s Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community.

If you’re 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:

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 policy owners—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 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 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? 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…