What are the responsibilities and job description for the Financial Representative - Career Changers position at Congruent Advisors?
Job Description
Job Description
Benefits :At Congruent Advisors, were driven by a vision of impacting lives today and for generations to come. Congruent Advisors, founded by Alicia McMachan, is a premier financial advisory firm dedicated to helping clients achieve financial security and success. As a Best-In-State Top Financial Security Professional recognized by Forbes , Alicia leads a hardworking team committed to providing expert financial guidance.
Beyond financial planning, Congruent Advisors is deeply invested in giving back to the community, supporting local charities such as Girls In The Know, Cardinal Glennon, Alexs Lemonade Stand, and Covenant House STL. With the strength of its partnership with Northwestern Mutual, the firm continues to be a trusted resource for individuals and families striving for financial confidence and a brighter future.
Our thriving office is located : 622 Emerson Rd; Ste 400 Saint Louis, Mo 63141
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw
A Glance at Northwestern Mutual (NM) :
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
About 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 prospectsbut 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 courageouslyvalues 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.
About the Financial Representative Role :
As a Financial Representative 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.
- Education : A bachelor's degree 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 licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits :
- Retirement
- Income Potential : Competitive compensation structure including performance incentives, with no ceiling.
- 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.
Qualifications :
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.
