Financial Planner with Military Background

P&W Financial Group - Northwestern Mutual; Jackson (MS); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Life insurance

Retirement plan

Job summary

P&W Financial Group of Northwestern Mutual in Jackson, MS is seeking a motivated Financial Planner to help clients secure their financial futures. You will work with individuals and families to assess goals, develop comprehensive plans, and guide them through investment, insurance, and retirement solutions.

Join a growing team within Northwestern Mutual’s local district, with strong training, supportive leadership, and opportunities for advancement in a flexible work environment that values

Qualifications

• Bachelor's Degree (preferred).

Education

Bachelor's Degree (preferred)

Job description

Benefits:

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

Are you a driven individual with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence in your career journey and in life? P&W Financial Group of Northwestern Mutual is seeking to onboard a new Financial Planner to join our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our office across Greater Jackson to Mississippi’s Gulf Coast.

Many individuals start in the insurance and financial services industry at Northwestern Mutual, as their 2nd career, just like Robert Novanty! Follow the link below to hear about his inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/

Our district office is located at:

107 Merchant Street, Suite 2A Madison, MS 39110

What Our Team Values Most:

• Potential for abundant, consistent, and predictable results.
• A collaborative, high-support team environment, fostering growth and camaraderie.
• Full business development process training and support for seamless operations.
• Proven operational systems and cutting-edge technology for enhanced agent efficiency.
• Achieving high performance while maintaining a great quality of life.
• A company experiencing rapid growth, offering leadership opportunities for top performers.

Qualities We Seek in a Candidate:

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• Achievers who celebrate accomplishments with a balanced and positive mindset.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Professionals dedicated to mastering their craft and excelling in their field.
• Savvy communicators who find joy in simplifying complex decisions for others.
• Emerging leaders and team players, equally adept at leading and collaborating.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Fearless individuals, unafraid of public setbacks as they embrace personal growth.
• Open-minded and receptive, eager to learn and be coached regardless of their experience level.
• Forward-thinkers who balance long‑term vision with outstanding short-term performance.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

Benefits:

• Significant bonus opportunity commiserate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

A Glance at Northwestern Mutual

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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our local leaders:

Chase Patrizzi, Managing Director:

• With Northwestern Mutual for 9 years
• Before Northwestern Mutual, Chase served in the National Guard a background that shows up in how he leads today, with the discipline and commitment to team that come from military service.
• Outside the office, Chase is a proud girl dad, an active supporter of Children's Hospital of Mississippi, and rarely turns down a round of golf.

Gates Willson - Growth & Development Director:

• With Northwestern Mutual for 5 years
• Gates is a Mississippi State graduate who joined Northwestern Mutual right out of college. A former high school football player and powerlifter, he brings that same competitive drive to helping advisors grow.
• Outside the office, Gates is active with Young Life and stays committed to fitness and strength training.

Julie Colbert, Financial Advisor:

• With Northwestern Mutual since 1990
• Julie is a Millsaps College graduate who joined Northwestern Mutual right out of college and has been with the firm ever since. She's a lifetime member of the Million Dollar Round Table, the industry's mark of top-tier financial professionals a distinction she's held throughout her career.
• Outside the office, Julie stays active through swimming and athletics, and is a dedicated volunteer in the community.

Christopher Johnston, Wealth Management Advisor:

• With Northwestern Mutual since 2008
• Christopher is an Ole Miss graduate in Psychology who joined Northwestern Mutual straight out of college, one of the few advisors on the team who's built his entire career here. That tenure shows in the depth of experience he brings to clients and in the mentorship he offers newer advisors coming up.
• Outside the office, Christopher stays busy coaching, staying active with the Ole Miss Alumni Association, following basketball, and looks forward to deer hunting season.

Education:

• Bachelor's Degree (preferred)

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.