Financial Advisor with Oil & Gas Background in Gonzales

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Job DescriptionJob DescriptionBenefits:

• Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Leverage Your Oil & Gas Experience for a Rewarding Career with the Wheeler District - Northwestern Mutual!

• Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results.
• Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions.
• Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands.
• A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures.

Our thriving office is located at: 1 Smart Way Suite 101, Baton Rouge, LA 70810

Meet Our Team:

Chris McGhee, Financial Advisor:

• How long with NM? Since July 2009 as an ; went full-time in January 2010.
• Previous job/career/business experience? College baseball player at LSU.
• Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.

Ben Wheeler, Financial Representative & Market Leader:

• How long with NM? 24 years, started as an before going full-time.
• Previous job/career/business experience? Only had different college jobs before joining NM.
• Passionate about outside of work? Family is Ben's main priority. Hes been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.

Madison Welch, Talent Director:

• How long with NM? 2 years.
• Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading.
• Passionate about outside of work? Family is Madisons main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.

Taylor Dodge, Financial Representative:

• How long with NM? in 2010, full-time in September 2013.
• Previous job/career/business experience? Worked at Cutco before becoming an .
• Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. Hes passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.

About Us: At the Wheeler District of Northwestern Mutual (NM), were proud to be part of a nationally recognized network known for excellence, leadership, and community impact. Named Reader Rankings Best Insurance Company of 2023 and consistently honored as a top workplace in Louisiana and beyond, were driven by a culture of growth and purpose. We invest in developing future leaders while passionately supporting causes close to our hearts, including the Womens Leadership Academy, Alexs Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With honors such as WayUps Top 100 , Glassdoors Best-Led Companies, and Fortunes Worlds Most Admired, were more than a financial firm, were a force for good. Join the winning team.

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.

Qualifications:

• Education: A bachelor's degree is highly , but not required.
• 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).

Position Perks:

• 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

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.