Work in a hybrid role helping individuals and businesses pursue long-term financial security through tailored planning and insurance solutions.

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Evaluate client needs and recommend insurance strategies to help protect assets and income
Review and monitor financial plans, providing regular updates and adjusting strategies as circumstances change
Grow and maintain a client network through referrals, community involvement, and professional associations

Bachelor’s degree in finance, business, or a related field (preferred)
Previous experience in financial services, insurance, or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking and the ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and state insurance licenses (training and sponsorship available)

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Opportunity for advancement
Training & development
Professional Development: ongoing training and development programs, including sponsorship for advanced certifications
Income Potential: competitive compensation structure including performance incentives, with no ceiling
Support and Mentorship: support from a dedicated planning team, marketing resources, and experienced mentors
Work-Life Balance: flexibility to create a schedule aligned with your lifestyle and goals

Young Life: hosts pickleball tournaments and serves on the local Board
Fellowship of Christian Athletes (FCA): participates on the Board supporting initiatives
The Mind Center: serves on the Board and supports brain health and research efforts
Children’s Hospital of Mississippi in Jackson: major donors, with multiple team members passionate about supporting the cause

Integrity: commitment to the highest level of integrity, putting clients first and sharing uncomfortable truths with respect
Discipline: consistent, disciplined action supported by time-tested financial strategies and operational procedures
Service: proactive communication and execution of each client’s plan

Chase Patrizzi, Managing Director
- With Northwestern Mutual for 9 years
- Served in the National Guard before joining Northwestern Mutual
- Community involvement includes support for Children’s Hospital of Mississippi
Gates Willson, Growth & Development Director
- With Northwestern Mutual for 5 years
- Joined right out of college; active with Young Life
Julie Colbert, Financial Advisor
- With Northwestern Mutual since 1990
- Lifetime member of the Million Dollar Round Table
Christopher Johnston, Wealth Management Advisor
- With Northwestern Mutual since 2008
- Mentors newer advisors on the team

Financial Representative

Job Description