Financial Planner Seeking Former EducatorsCoaches

The Chadwick Group; Alexandria (VA); On-site; USD 50,000 - 80,000; Full time

Job summary

The Chadwick Group seeks a motivated Financial Planner to guide clients in financial planning and insurance. This role combines education, relationship building, and a supportive team environment, offering comprehensive training and numerous benefits, including health and retirement plans.

Benefits

Retirement

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Qualifications

• Strong communication and interpersonal skills.
• Life insurance license and FINRA certifications required (or willingness to obtain).
• Goal-oriented and a desire to succeed.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Communication

Interpersonal Skills

Customer Service

Goal-oriented

Education

Bachelor's degree

10+ years sales experience

Job description

Benefits:

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, you’ve mastered the art of communication—whether 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 you’ve seen the difference you’ve 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 professionally—while building a future that reflects your values and goals.

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 more about Gina Cimineri’s Northwestern Mutual Experience: https://www.youtube.com/watch?v=-PAcM41CRes&list=PLAFDBB5184E6F3603&index=7

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 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 Us: At The Chadwick Group, our mission is clear: “Together, we help dreams become a reality.” We’re building a community of humble, hungry, and smart leaders who are launching and growing values-driven financial planning practices throughout the D.M.V. and beyond. Guided by our core values—Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude—we are committed to integrity, excellence, and making a difference. Beyond business, we’re passionate about giving back, supporting local charities like Alex’s Lemonade Stand Foundation, Washington Area Women’s Foundation, Women Giving Back, and Food for Others. If you’re looking for a career with purpose and impact, we welcome you to join us.

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.

Position Requirements:

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.

Our Unique Angle: Meticulous Training and Support

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.