Wealth Management Advisor (Career Changers Encouraged To Apply, Training Provided)
Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized financial planning. The Wealth Management Advisor role involves building a clientele, educating clients on financial options, and managing client financial plans, all while receiving extensive training and mentorship.ResponsibilitiesBuildâ Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trendsEducateâ Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning optionsInfluenceâ Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendationsOwnâ 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 clientsâ needs. You are in business for yourself but not by yourself!Skills4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsExperience building meaningful relationshipsInterpersonal skills for success in client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipMust be located in greater Denver/Boulder area or already planning to move here imminentlyPrior sales and/or business experience preferredBachelor's (Preferred)BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFPÂŽ, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningDental insuranceFlexible scheduleHealth insuranceLife insuranceRetirement planVision insuranceCompany OverviewNorthwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
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