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NM
Northwestern Mutual
Financial Advisor (Career Changers Encouraged To Apply)
Career Insights for Financial Planner / Investment Consultant
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Based on Colorado data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,644 / year median in Colorado
+5% projected growth
Job Description
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis As a
Northwestern Mutual Financial Representative:
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. You are in business for yourself but not by yourself! You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Prior sales and/or business experience preferred. 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
Income Growth Opportunity:
First year income ranges from $60,000- $200,000.
Additional Compensation & 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 moreRetirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Recent Awards and Accolades:
FORTUNE 500 COMPANY
(2023)FORTUNE WORKS MOST ADMIRED COMPANIES
(2022)FORBES BEST EMPLOYERS FOR WOMEN
(2022)FORBES BEST EMPLOYERS FOR DIVERSITY
(2022)TOP 125 TRAINING PROGRAM
Are you ready to build your best life and enhance the lives of your clients? !Job Type:
Full-time Pay:
$60,000.00- $200,000.