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