Northwestern Mutual · 5 days ago
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.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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!
Qualification
Required
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
Preferred
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
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase