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Financial Advisor with Oil & Gas Background

Financial Advisor with Oil & Gas Background

Northwestern Mutual KennesawWoodstock, GA, US
4 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :
  • 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 Northwestern Mutual Kennesaw!

    • 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 : 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339

      Meet Our Leader :

      Jordan M. Thompson, J.D., ChFC

      Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More

      In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, I'm an Officer in the Army National Guard & Special Operations Community. I have a passion for advising veterans, athletes, business owners, attorneys & their clients; though I enjoy working with people of all backgrounds. In conjunction with knowledge gained from law school; I assist many of my clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with my wonderful wife, Savannah, and our two dogs; I enjoy networking, civic engagement, mentoring, and being outdoors. Views expressed are my own.

      Committee Involvement within Northwestern Mutual :

    • Vice Chair, Military Field Advisory Committee (20252026)
    • Military Chair, Diversity, Equity & Inclusion Committee, Callaway Black Office
    • Current Community & Professional Memberships :

    • Young Professionals of Atlanta (YPofATL) Founder Emeritus
    • Leadership Buckhead, Class of 2024
    • Finseca
    • Million Dollar Round Table (MDRT)
    • Cobb Chamber of Commerce
    • National Association of Insurance & Financial Advisors (NAIFA)
    • Bama in Atlanta Alumni Association
    • VETLANTA
    • Alabama National Guard Association
    • VFW (Veterans of Foreign Wars) Post 2681
    • American Legion Post 160
    • Click here to learn more about Jordan Thompson : https : / / www.linkedin.com / jobs / view / 4287934831 /

      About Us : At Northwestern Mutual Kennesaw, we believe in excellence, integrity, commitment, courage, and fun. As one of the companys Top 5 Internship offices and a recipient of the Diversity Award, our team is dedicated to inspiring and challenging people toward a lifetime of stewardship and growth. We are a cohesive team committed to a standard of excellence that embraces accountability, and we get the job done every time. Beyond our work, we are proud to support causes that make a lasting difference in our community, including the Pediatric Brain Tumor Foundation, Special Forces Trust, and Second Chance K9.

      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 preferred, 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. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

      Flexible work from home options available.

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    Financial Background • Woodstock, GA, US

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