Wealth Management Advisor (Career Changers Encouraged To Apply, Training Provided) jobs in United States
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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
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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

Financial PlanningSales ExperienceClient Relationship BuildingEntrepreneurial AmbitionsInterpersonal SkillsTime ManagementContinuous Learning

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

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase