Benefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Social Work Experience into Financial Services!
Strong Client Relationship Skills – Social workers are skilled in building trust, empathy, and understanding with clients, which is essential for providing personalized financial guidance and support.
Problem-Solving and Advocacy – Social workers excel at assessing individual needs and finding solutions, making them well-suited to helping clients navigate complex financial situations and advocating for their best interests.
Ethical and Regulatory Awareness – Social workers adhere to strict ethical standards and are accustomed to navigating policies and regulations, which translates well into compliance and ethical decision-making in financial services.
Crisis Management and Resilience – Experience handling high-pressure situations and supporting clients through financial hardship or personal crises equips social workers with the resilience and adaptability needed in the financial industry.
Why Current and Former Social Workers Thrive Here:
Your experience in social work has already equipped you with the essential skills to thrive in financial services—strong communication, problem-solving, and the ability to build trust with clients. Just as you’ve guided individuals through challenges with empathy and expertise, you can help clients navigate financial decisions, offering them security and peace of mind. Your ability to assess needs and provide solutions makes you a perfect fit for a rewarding career with Congruent Advisors!
About Us: Congruent Advisors, founded by Alicia McMachan, is a premier financial advisory firm dedicated to helping clients achieve financial security and success. As a Best-In-State Top Financial Security Professional recognized by Forbes, Alicia leads a hardworking team committed to providing expert financial guidance.
Beyond financial planning, Congruent Advisors is deeply invested in giving back to the community, supporting local charities such as Girls In The Know, Cardinal Glennon, Alex’s Lemonade Stand, and Covenant House STL. With the strength of its partnership with Northwestern Mutual, the firm continues to be a trusted resource for individuals and families striving for financial confidence and a brighter future.
About Alicia McMachan - Founder and Financial Advisor:
Alicia McMachan is a passionate Financial Advisor, Coach, and Founder of Congruent Advisors. She was a college athlete at the University of Illinois Springfield where she played 4 years of volleyball and 2 years of softball. She started her business at just 22 years old, in a city where she had no roots and few prospects—but an immeasurable faith in herself and what was possible.
Now, with 25 years of experience, Alicia collaborates with her husband, Mark McMachan, CFP, to provide Comprehensive Financial Planning for individuals, families, and businesses across the country. Their mission is to inspire financial planning that aligns with their clients’ values, creating balance and empowering them to truly "spend life living."
Alicia is deeply committed to helping others embrace their limitless potential. She believes in living life BIG, authentically, and courageously—values she instills in both her clients and her two amazing daughters, who continuously inspire her to uplift and empower other women.
Key Responsibilities of a Financial Advisor:
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:
Experience: Previous experience in financial services or insurance is 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. Alicia McMachan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.