Northwestern Mutual
Financial Planner with Real Estate Background
Northwestern Mutual, Gonzales, Louisiana, us, 70707
Benefits:
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? The Wheeler District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Planner, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
Endurance and Dedication Translate Well:
Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
Building Meaningful Client Relationships:
Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
Leverage Your Expertise and Network:
Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
Career Growth Opportunities:
Explore a career path that allows you to continue helping others while developing your professional skills.
Comprehensive Training and Licensing Support:
We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
About Us: At the Wheeler District of Northwestern Mutual (NM), we’re proud to be part of a nationally recognized network known for excellence, leadership, and community impact. Named Reader Rankings’ Best Insurance Company of 2023 and consistently honored as a top workplace in Louisiana and beyond, we’re driven by a culture of growth and purpose. We invest in developing future leaders while passionately supporting causes close to our hearts—including the Women’s Leadership Academy, Alex’s Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national honors such as WayUp’s Top 100 Internship, Glassdoor’s Best-Led Companies, and Fortune’s World’s Most Admired, we’re more than a financial firm—we’re a force for good. Join the winning team.
Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ
Meet Our Local Leaders:
Chris McGhee, Financial Advisor:
How long with NM? Since July 2009 as an intern; went full-time in January 2010.
Previous job/career/business experience? College baseball player at LSU.
Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
How long with NM? 24 years, started as an intern before going full-time.
Previous job/career/business experience? Only had different college jobs before joining NM.
Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
How long with NM? 2 years.
Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
How long with NM? Intern in 2010, full-time in September 2013.
Previous job/career/business experience? Worked at Cutco before becoming an intern.
Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
Key Responsibilities of a Financial Planner:
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:
Experience: Previous experience in financial services or insurance is 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).
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. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
#J-18808-Ljbffr
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Real Estate Experience to Financial Services with Northwestern Mutual! Are you a residential or commercial real estate agent interested in exploring a new career path? The Wheeler District of Northwestern Mutual invites real estate professionals to consider how their skills and experiences could align with a career in financial services as a Financial Planner, offering new opportunities for growth, income potential, and professional impact. Here is why many in the Real Estate industry consider a successful transition:
Endurance and Dedication Translate Well:
Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which align well with a career in financial services.
Building Meaningful Client Relationships:
Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
Leverage Your Expertise and Network:
Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
Career Growth Opportunities:
Explore a career path that allows you to continue helping others while developing your professional skills.
Comprehensive Training and Licensing Support:
We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
About Us: At the Wheeler District of Northwestern Mutual (NM), we’re proud to be part of a nationally recognized network known for excellence, leadership, and community impact. Named Reader Rankings’ Best Insurance Company of 2023 and consistently honored as a top workplace in Louisiana and beyond, we’re driven by a culture of growth and purpose. We invest in developing future leaders while passionately supporting causes close to our hearts—including the Women’s Leadership Academy, Alex’s Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national honors such as WayUp’s Top 100 Internship, Glassdoor’s Best-Led Companies, and Fortune’s World’s Most Admired, we’re more than a financial firm—we’re a force for good. Join the winning team.
Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ
Meet Our Local Leaders:
Chris McGhee, Financial Advisor:
How long with NM? Since July 2009 as an intern; went full-time in January 2010.
Previous job/career/business experience? College baseball player at LSU.
Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.
Ben Wheeler, Financial Representative & Market Leader:
How long with NM? 24 years, started as an intern before going full-time.
Previous job/career/business experience? Only had different college jobs before joining NM.
Passionate about outside of work? Family is Ben's main priority. He’s been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.
Madison Welch, Talent Director:
How long with NM? 2 years.
Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
Passionate about outside of work? Family is Madison’s main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.
Taylor Dodge, Financial Representative:
How long with NM? Intern in 2010, full-time in September 2013.
Previous job/career/business experience? Worked at Cutco before becoming an intern.
Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. He’s passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.
Key Responsibilities of a Financial Planner:
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:
Experience: Previous experience in financial services or insurance is 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).
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. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
#J-18808-Ljbffr