Financial Representative Career Changer

Benefits:

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

Ready to turn your experience into something more meaningful? Whether you’ve built your career in education, healthcare, engineering, sports, or business, you’ve already developed the skills to succeed here. At the Chadwick Group of Northwestern Mutual, we specialize in helping professionals from all walks of life make a successful transition into a purpose‑driven career in financial planning.

You already have what it takes, people skills, perseverance, and a desire to make a difference.

We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.

You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

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

8484 Westpark Drive, Ste 700, Tysons, VA 22182

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” companies in 2024— with a unique culture deeply dedicated to helping people achieve financial security.

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.

As a Financial Representative with 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.

• 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 preferred.
• 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.
• FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
• Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as…