What are the responsibilities and job description for the Bilingual Financial Representative position at Congruent Advisors?
Join the Winning Team at Congruent Advisors!
Are you bilingual? Do you have deep connections with your local community? We want to speak with you about joining Congruent Advisors as a new Financial Representative.
Financial Representatives at Congruent Advisors offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.
Check this link out to hear about the type of care we provide : https : / / youtu.be / F1hDE1zagx8?si=l4Bqw-rdpiDd08qu
Why Bilingual Leaders Can Thrive Here :
- Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
- Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
- Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
- Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.
- Bilingual
- Passionate about Business and Finance Benefits :
- Retirement
- Leadership opportunities
- Extensive training and development; mentorship provided
- Sponsorship of Licenses : FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
- Development stipends
- Expense allowance
- Comprehensive medical coverage
- Two company funded retirement plans : a traditional pension plan and a defined contribution plan
- Group life and disability income insurance
Meet Alicia McMachan - Founder and Financial Advisor :
Alicia McMachan is a passionate Financial Advisor, Coach, and Founder of Congruent Advisors. She was a college athlete at the University of Illinois Springfield where she played 4 years of volleyball and 2 years of softball. She started her business at just 22 years old, in a city where she had no roots and few prospects—but an immeasurable faith in herself and what was possible.
Now, with 25 years of experience, Alicia collaborates with her husband, Mark McMachan, CFP, to provide Comprehensive Financial Planning for individuals, families, and businesses across the country. Their mission is to inspire financial planning that aligns with their clients’ values, creating balance and empowering them to truly "spend life living."
Alicia is deeply committed to helping others embrace their limitless potential. She believes in living life BIG, authentically, and courageously—values she instills in both her clients and her two amazing daughters, who continuously inspire her to uplift and empower other women.
Recognition : Ranked by Forbes
Alicia McMachan has been honored as a Best-In-State Top Financial Security Professional by Forbes. We extend our sincere gratitude to our dedicated team, exceptional clients, and our partnership with Northwestern Mutual. This achievement would not have been possible without your support.
Key Responsibilities : As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / xkcAILqGa98?si=skXQvcyW6TSYsnR1
Required Skills : BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and / or business experience preferred. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics.
Preferred Skills and Experience :
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alicia McMachan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Salary : $68,000 - $113,000
