Search jobs > Lake Charles, LA > Financial consultant

Entry Level Financial Consultant with Training

Conrad District of Northwestern Mutual
Lake Charles, LA, US
$65K-$110K a year
Full-time
Benefits :
  • Stipend
  • Stipend
  • 401(k)
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Join the winning team at the Conrad District of Northwestern Mutual (NM)! Our Network, recognized as a top workplace, has been honored with several prestigious awards, including Top Workplaces 2024 and Reader Rankings’ Best Insurance Company 2023.

    As the largest financial firm in SWLA with 7 CFPs in our district, we are significantly investing in growth through the development of new internal leaders.

    Our thriving office is located : 127 W Broad St Ste 600 Lake Charles, LA 70601

    About the Financial Consultant Role :

    As a Financial Consultant at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

    Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

    Key Responsibilities :

    • Client Consultation : Engage with clients to understand their financial goals, aspirations, and concerns.
    • Financial Planning : Develop comprehensive financial plans that include investments, insurance, and retirement.
    • Insurance Solutions : Recommend and implement insurance strategies to protect clients' assets and income.
    • Ongoing Support : Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
    • Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.

    Qualifications :

    • Education : A bachelor's degree in finance, business, or a related field is preferred.
    • Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
    • Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
    • Licenses : Obtain necessary state licenses.

    Benefits :

    • Professional Development : Access to ongoing training and development programs, including sponsorship for advanced certifications.
    • Income Potential : Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the position’s requirements.
    • Support and Mentorship : Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
    • Work-Life Balance : Flexibility to create a schedule that fits your lifestyle and goals.
    • Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

    Our network of offices is deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives :

    • Up for Downs : Empowering individuals with Down syndrome in Louisiana through advocacy, support, and education.
    • Women’s Leadership Academy : Inspiring inclusion through International Women’s Day panels and empowering young women through leadership programs.
    • Alex’s Lemonade Stand Foundation : Supporting childhood cancer research and families affected by it.
    • Salvation Army : Contributing to their mission of helping those in need.

    In addition to local recognition, our Network has earned national accolades, including :

    • Top 100 Internship by WayUp
    • Glassdoor’s Best-Led Companies
    • Best Overall Life Insurance Company by Time Stamped
    • World’s Most Admired by Fortune

    Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

    Meet Our Lake Charles Leader, Jonathan Conrad :

    As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college.

    He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and the broader community.

    Outside of work, Jonathan is a devoted family man with four children. He actively coaches his kids' sports teams and enjoys baseball and golf.

    He also serves as a pastoral counselor at St. Martin de Porres Catholic Church and participates in the Real Men Wear Pink campaign for the American Cancer Society.

    Jonathan’s leadership is defined by his dedication to others, both in his professional and personal life. He leaves a lasting impact through his mentorship and community involvement.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

    Jonathan Conrad is a General Agent of NM. Field Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

    5 days ago
    Related jobs
    Promoted
    Conrad District of Northwestern Mutual
    Lake Charles, Louisiana

    As a Financial Consultant at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. As the largest financial firm in SWLA with 7 CFPs in our district, we are significantly in...

    Promoted
    Class A Solutions
    Lake Charles, Louisiana

    Entry Level CDL-A Truck Driver Training  - Dedicated Accounts -. Plus, you can also choose to enroll in a 401k with company-matched funds. ...

    Conrad District of Northwestern Mutual
    Lake Charles, Louisiana

    As a Financial Consultant at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. As the largest financial firm in SWLA with 7 CFPs in our district, we are significantly in...

    Promoted
    Summit Business Group
    Lake Charles, Louisiana

    As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing connections with business owners and key decision-makers within small to medium-sized businesses. Summit is searching for an exceptional individual to join our team in an Entry Level Direct Sales posit...

    Class A Solutions
    Lake Charles, Louisiana

    Entry Level CDL-A OTR Truck Driver Training  - Dedicated Accounts -We do not want to offer you just another truck driving job, but a long-term, prosperous career in the transportation industry. Plus, you can also choose to enroll in a 401k with company-matched funds. ...

    Summit Business Group
    Lake Charles, Louisiana

    As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing connections with business owners and key decision-makers within small to medium-sized businesses. Summit is searching for an exceptional individual to join our team in an Entry Level Direct Sales position,...

    Class A Solutions
    Lake Charles, Louisiana

    Entry Level CDL-A Truck Driver Training  - Dedicated Accounts -We do not want to offer you just another truck driving job, but a long-term, prosperous career in the transportation industry. Plus, you can also choose to enroll in a 401k with company-matched funds. ...

    Tubre Family Financial
    Lake Charles, Louisiana
    Remote

    Unlock Your Potential with Tubre Family Financial   Empowering families to secure their financial future—and helping you thrive while doing it. Are you a high achiever who feels undervalued? Tired of sacrificing precious time with loved ones just to make ends meet? At Tubre Family Financi...

    Class A Solutions
    Lake Charles, Louisiana

    Entry Level CDL-A Truck Driver Training  - Dedicated Accounts -. Plus, you can also choose to enroll in a 401k with company-matched funds. ...

    Class A Solutions
    Lake Charles, Louisiana

    Entry Level CDL-A Truck Driver Training  - Dedicated Accounts -We do not want to offer you just another truck driving job, but a long-term, prosperous career in the transportation industry. Plus, you can also choose to enroll in a 401k with company-matched funds. ...