Wealth Management Advisor (Career Changers Encouraged To Apply, Training Provided)

Northwestern Mutual is a leading financial services company, and they are seeking Financial Representatives to help clients with their financial planning needs. The role involves building a clientele, educating clients about financial products, and managing client relationships to provide ongoing financial advice.

Responsibilities

• Build— Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
• Educate— Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
• Own— Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!

Skills

• 4-year degree; or equivalent professional work experience
• Legal authorization to work in the US without sponsorship
• Must be located in greater Denver/Boulder area or already planning to move here imminently
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Excellent time-management skills
• Desire for continuous learning
• Prior sales and/or business experience preferred
• Bachelor's (Preferred)
• Entrepreneurial ambitions

Benefits

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Company Overview