Financial Advisor Seeking Former Coach/Educator
Job Description
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
- Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
- See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients lives, both now and in the future.
- Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
Jeff Jackman, Wealth Management Advisor & Growth & Development Director:
- How long with NM? 10 years
- Previous experience? Formerly in the golf business, selling and fitting golf clubs since college.
- Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology.
- How long with NM? 10+ years
- Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles.
- Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people.
- How long with NM? 2 years
- Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years.
- Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening.
- How long with NM? 29 years (14 as an Advisor, 15 as Managing Director)
- Previous experience? Resort consulting, snow ski instructor, river guide.
- Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands.
- Educate clients on financial planning and insurance solutions.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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
Flexible work from home options available.
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