Hybrid Financial Planner & Insurance Advisor

P&W Financial Group - Northwestern Mutual; Jackson (MS); Hybrid; USD 62,000 - 87,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Flexible schedule

Professional development

Training & development

Work-Life balance

Job summary

P&W Financial Group - Northwestern Mutual in Jackson, MS, is seeking a hybrid-position Financial Advisor to guide clients toward long-term financial security. You will meet with clients, develop plans across investments, insurance, and retirement, and adjust strategies as life changes occur.

The role emphasizes building client trust with strong interpersonal and communication skills, plus earning licenses (Series 6/63 and state insurance). Sponsorship for training is available.

Qualifications

• Bachelor’s degree in finance, business, or related field preferred.
• Licensing including Series 6, Series 63 and state licenses; training/sponsorship available.
• Strong interpersonal and communication skills.

Responsibilities

• Meet with clients to learn financial goals, aspirations, and concerns.
• Create comprehensive financial plans covering investments, insurance, and retirement.
• Evaluate client needs and recommend insurance strategies to protect assets and income.
• Review and monitor plans, providing updates and adjusting strategies as circumstances change.
• Grow and maintain a client network through referrals, community involvement, and associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Licensing (Series 6/63)

Education

Bachelor’s degree

Job description

P&W Financial Group - Northwestern Mutual in Jackson, MS, is seeking a hybrid-position Financial Advisor to guide clients toward long-term financial security. You will meet with clients, develop plans across investments, insurance, and retirement, and adjust strategies as life changes occur.

The role emphasizes building client trust with strong interpersonal and communication skills, plus earning licenses (Series 6/63 and state insurance). Sponsorship for training is available.