Financial Planner - Seeking Former Educators/Coaches
•Today
Verified Pay | $76000 - $132000 per year |
---|---|
Hours | Full-time |
Location | Alexandria, Virginia |
About this job
Job Description
Job Description
Benefits:
Transition Your Teaching and Coaching Skills into Financial Services!
Meet Our Local Leaders:
Kevin Chadwick Managing Director
Position Responsibilities for a Financial Planner:
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
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.
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Teaching and Coaching Skills into Financial Services!
- 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.
- 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006
- 8484 Westpark Drive, Ste 700, Tysons, VA 22182
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 Athletes
- 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
- 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
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.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- Education: A bachelor's degree is preferred; however, candidates with 10+ years of sales experience in industries such as solar, tech, pharmaceutical, or medical device may also be considered.
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
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.
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1127716932 Posted: 2025-08-03 Job Title: Financial Planner Educator