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Financial Advisor (Career Changers Encouraged To Apply)

Remote · Mexico Full-time

Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized planning. The Financial Advisor role involves building a clientele, educating clients on financial options, and managing financial plans while leveraging extensive training and mentorship.

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

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

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance

Company Overview

  • Northwestern 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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