Financial Advisor at Tailored Management Financial Advisor at Tailored Management in Wheat Ridge, Colorado Posted in 2 days ago.

Type:

full-time Build a Career That Makes a Difference in Northwestern Mutual! Are you ready to turn your ambition, communication skills, and passion for helping others into a rewarding career in financial services? Northwestern Mutual seeking motivated individuals who are ready to make a meaningful impact as a Financial Advisor. This is a great opportunity for career changers and professionals looking to build a long-term career helping individuals and families work toward their financial goals. No traditional finance background is required, just a strong desire to learn, excellent communication skills, and a proactive, client-focused mindset. As a Financial Advisor, you'll guide clients through important financial decisions, develop personalized strategies, and build lasting relationships while developing expertise in wealth management, investment strategies, estate planning, and financial planning. Position Details Financial Advisor (Client Relationship & Financial Planning)

Location:

Denver, CO (Onsite)

Schedule:

Full-Time with

Flexible Hours Compensation:

Performance-based with uncapped earning potential

Benefits:

Medical, Dental, Vision, 401(k), and more! What You'll Do Engage with clients to understand their financial needs and aspirations and provide tailored guidance around estate planning, investment management, and wealth management strategies Conduct financial analysis using financial software, research tools, and available data to identify appropriate solutions Educate clients on financial concepts, including investment products, portfolio management, tax considerations, and securities regulations Develop and present personalized financial plans incorporating cash management, estate planning, wills, trusts, and related considerations Build lasting client relationships through regular follow-ups, CRM activities, and ongoing support Stay current with industry regulations, securities law, and technical accounting standards Collaborate with team members on research and initiatives involving asset management, banking, and corporate accounting What We're Looking For Strong foundation in math, financial analysis, or a related field; finance or sales experience is a plus, but not required Genuine interest in financial services, investment management, or wealth management and a willingness to learn Excellent communication skills with the ability to explain complex information clearly and confidently Strong analytical and critical-thinking skills with the ability to work with financial data and research tools Customer-focused mindset with the ability to build trust and meaningful relationships Self-motivated, proactive, and committed to professional development and long-term career growth Background in accounting, public accounting, research, or technical accounting is advantageous Why Consider This Opportunity? This is more than a job change, it's an opportunity to build a long-term career while helping others build their financial futures . If you're ambitious, personable, motivated to learn, and ready to take your career in a new direction, I'm here to help you understand the opportunity, prepare for the process, and position yourself for success with Northwestern Mutual. Your next career chapter starts here. Let's connect and explore whether this opportunity is the right fit for you.