Financial Planner with Military Background

P&W Financial Group - Northwestern MutualP&W Financial Group - Northwestern MutualJackson, Mississippi, United States
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Posted

9/17/2026

Employment

Full time

Range

$67k - $113k/year

Work style

Remote OK

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AI summary

Core responsibilities

The Financial Planner will focus on business development and providing financial services to clients to help them achieve financial security. They will participate in full business development training and collaborate with a team to drive office growth across the region.

Requirements overview

Candidates should be driven, ambitious professionals with a strong sense of mission and a desire to master the financial services craft. A bachelor's degree is preferred, and the role is open to individuals at various experience levels who are receptive to coaching.

Key skills

Financial planningBusiness developmentCommunicationLeadershipTeamworkCoachingStrategic planningClient relationsProblem solvingGoal settingRelationship managementSalesNetworkingAdaptabilityMentorship

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Education requirements

bachelor degree

About P&W Financial Group - Northwestern Mutual

Industry

Financial Services

Employees

38,030

Type

Privately Held

Size

5,001-10,000 employees

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

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Job categories

Finance & AccountingSalesManagement & LeadershipConsulting

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.

Requirements

  • Financial planning
  • Business development
  • Communication
  • Leadership
  • Teamwork
  • Coaching
  • Strategic planning
  • Client relations
  • Problem solving
  • Goal setting
  • Relationship management
  • Sales
  • Networking
  • Adaptability
  • Mentorship

Benefits

  • Bonus
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance
  • Life insurance
  • Retirement plan
  • Training & development

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