Join the P and W Financial Group, representing Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between. We are investing heavily in growth by developing new internal leaders and are eager to hear your story. Our district office is located at 107 Merchant Street, Suite 2A, Madison, MS 39110.
Overview
Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. Founded in Wisconsin in 1857, it now operates with a culture focused on helping individuals achieve lasting financial security. You will join a team that places priority on service, integrity and disciplined action.
Learn More
Visit to hear a Day in the Life of a Northwestern Mutual Advisor: Day in the Life video.
Community Involvement
Our Mississippi district supports several local charities, including:
- Young Life: regular pickleball tournaments and board involvement
- Fellowship of Christian Athletes (FCA): active board participation supporting initiatives
- The Mind Center: board involvement supporting brain health and research
- Children’s Hospital of Mississippi in Jackson: major donors with team involvement
Our Values
- Service — delivering exceptional client service and proactive communication
- Integrity — acting with honesty and respect in every interaction
- Discipline — applying time-tested financial strategies and processes
Meet Some of Our Local Leaders
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Chase Patrizzi, Managing Director
- Time with NM: 9 years
- Previous experience: Military background, served in the National Guard
- Passionate About: Family, Children’s Hospital of Mississippi, golf
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Gates Willson, Growth & Development Director
- Time with NM: 5 years
- Previous experience: Mississippi State graduate, HS football and powerlifting
- Passionate About: Young Life, fitness, strength training
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Julie Colbert, Financial Advisor
- Time with NM: 36 years
- Previous experience: Millsaps College graduate, lifetime Million Dollar Round Table member
- Passionate About: Swimming, athletics, community service
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Christopher Johnston, Wealth Management Advisor
- Time with NM: 18 years
- Previous experience: University of Mississippi graduate in Psychology
- Passionate About: Family, coaching, Ole Miss Alumni Association, basketball, deer hunting
About the Financial Representative Role
As a Financial Representative with Northwestern Mutual, you will contribute to helping individuals and businesses reach their financial goals through customized insurance solutions and comprehensive financial planning. The role focuses on building long-term client relationships, assessing their needs, and delivering tailored financial strategies.
Key Responsibilities
- Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns
- Financial Planning: Create comprehensive plans covering investments, insurance, and retirement
- Insurance Solutions: Recommend and implement protection strategies for assets and income
- Ongoing Support: Monitor and adjust plans as clients' circumstances change
- Networking: Grow a client base through referrals, community involvement, and professional associations
Qualifications
- Education: A bachelor’s degree in finance, business, or a related field is preferred
- Experience: Prior work in financial services, insurance, or business development is beneficial but not required
- Skills: Strong interpersonal and communication abilities, analytical thinking, and the capacity to build trust with clients
Licenses and Certifications
- Licenses: Required licenses such as Series 6 and 63, plus state insurance licenses; training and sponsorship are available
Benefits and Compensation
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications
- Income Potential: Competitive compensation structure with performance incentives and no ceiling
- Support and Mentorship: Dedicated planning team, marketing resources, and experienced mentors
- Work-Life Balance: Flexible scheduling to fit your lifestyle and goals
- Impact: Opportunity to guide individuals and families toward financial security and success
Work Arrangement and Location
This is a hybrid position based in Jackson, Mississippi 39212, with flexible work-from-home options available.
Additional Details
Chase Patrizzi is a General Agent of Northwestern Mutual and not in a legal partnership with Northwestern Mutual or its subsidiaries.
