Benefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stages—whether it’s planning for college, retirement, or medical expenses—while positively impacting their lives.
Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
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.
Recognition: Ranked by Forbes
Alicia McMachan has been honored as a Best-In-State Top Financial Security Professional by Forbes. We extend our sincere gratitude to our dedicated team, exceptional clients, and our partnership with Northwestern Mutual. This achievement would not have been possible without your support.
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
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).
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.