Financial Planner with Logistics Experience

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Transition Your Logistics Experience into Financial Services

• Leverage Your Strategic and Operational Expertise : Whether you're managing supply chains, coordinating complex shipments, or running a logistics-based business, youve honed problem-solving, strategic thinking, and operational execution. These are critical skills in financial services, where youll help clients navigate complex financial decisions and plan for the long haul.
• Build Long-Term Client Relationships : In logistics, you know the importance of consistency, trust, and long-term relationships with clients, partners, and vendors. Financial services is no different. You'll work closely with individuals and families throughout their financial journey, providing trusted advice and building relationships that last for years.
• See the Real-World Impact of Your Work : Just as youve seen your role directly impact the movement of goods and the success of a business, financial advising lets you see how your guidance leads to meaningful resultshelping people gain confidence in their financial future and achieve their goals.
• Unlock Greater Career and Financial Rewards : Transitioning from logistics to financial services offers you an opportunity to take control of your income, make a lasting impact in peoples lives, and grow a purpose-driven business with long-term potential.

Our thriving offices are located :

• 617 Stephenson Avenue, Suite 201, Savannah, GA 31405
• 20 Market Street, Suite 106, St. Simons Island, GA 31522

Meet Our Local Leaders :

Caroline Dove, Managing Director :

• How long with NM : 16 years in the industry, 14 with NM (since college).
• Prior to : Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.
• Passionate about : Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.

Jack Green Jr., Certified Financial Planner :

• How long with NM : 21 years with NM.
• Prior to : Started his career with NM immediately after college.
• Passionate about : Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.

Meghan Newell Growth & Development Director, Financial Advisor :

• How long with NM : 8 years since March 2017.
• Prior Experience : Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.
• Passionate about : Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.

About Us : At Northwestern Mutual Coastal Empire, were more than just a financial planning firmwere a values-driven team committed to empowering our advisors, clients, and community. With a strong foundation in excellence, growth, service, and integrity, we offer a collaborative, co-woman-led environment and a three-year development program designed to support long-term success. Our team is also passionate about giving back through regular service projects and partnerships with local nonprofits like Habitat for Humanity, Alexs Lemonade Stand Foundation, and Ronald McDonald House. If you're exploring whats next and want your work to truly matter, this could be the opportunity youve been looking for.

Position Responsibilities for a Financial Representative :

• 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).

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. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.