Northwestern Mutual · 9 hours ago
Wealth Management Advisor (Career Changers Encouraged To Apply, Training Provided)
Longmont, CO
Full-time
Hybrid
New Grad, Entry Level
$70K/yr - $200K/yrNorthwestern Mutual is a leading financial services company that helps clients achieve their financial goals through personalized financial planning. The Wealth Management Advisor role involves building a clientele, educating clients on financial options, and managing business development while receiving comprehensive training and mentorship.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
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
Qualification
Required
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
Ability to Commute: Longmont, CO 80502 (Required)
Preferred
Prior sales and/or business experience preferred
Bachelor's (Preferred)
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.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase