Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Littleton, CO
Entry LevelOn-siteLittleton, CO$70k–$200k/yr
Skills
financial planningsales experiencebusiness experienceinsurance licensingsieseries 6series 63cfp®entrepreneurial ambitionstime-management skillscontinuous learning
Job Description
Summary: Northwestern Mutual is a prominent financial services company that helps clients achieve financial security through personalized financial planning. As a Financial Advisor, you will build a clientele, educate clients on financial options, and manage financial plans while enjoying support from extensive training and mentorship resources.
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!
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in greater Denver/Boulder area or already planning to move here imminently
Preferred Qualifications:
- Prior sales and/or business experience preferred
Required Skills: Financial planning, Sales experience, Business experience, Insurance licensing, SIE, Series 6, Series 63, CFP®, Entrepreneurial ambitions, Time-management skills, Continuous learning
Benefits: Commission structure to support early development, Renewable income, Bonus programs and expense allowances, Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, Retirement Package and Pension Plan, Medical, Dental, Vision, Life Insurance and Disability Income Insurance, Family Planning, Dental insurance, Flexible schedule, Health insurance, Life insurance, Retirement plan, Vision insurance
Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Dental insurance
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance