Financial Advisor - Northwestern Mutual

Denver•Denver, CO

About The Position

Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will grow your client base by making new connections, maintaining strong referral networks, and providing a great client experience. You will build personalized, holistic financial plans tailored to every client’s unique needs and manage these plans to help clients achieve their goals. You will also grow relationships with clients to support them through every stage of life. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, and Business Needs Analysis. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Requirements

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses

Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Benefits

Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning