Client Advisor with Competitive Drive

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Retirement benefits

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is recruiting for a Financial Advisor in Fort Collins, CO. You will engage clients, assess their financial needs, and craft personalized plans to protect assets and provide lasting security. Training, sponsorship for licenses, and growth opportunities are available, with a flexible path to advancement.

You’ll join a mission-driven team that values discipline, teamwork, and community impact, offering a supportive environment for athletes transitioning into financial services.

Qualifications

• Bachelor's degree in finance, business or related discipline preferred.
• Excellent interpersonal and communication abilities.
• Strong analytical and relationship-building skills.

Responsibilities

• Engage with clients to understand comprehensive financial needs.
• Design and implement tailored strategies to protect assets and income.
• Regularly review and update financial plans and insurance policies.
• Grow client networks through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical skills

Education

Bachelor's degree in finance or business

Job description

Benefits:

• Retirement Benefits
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at the Yoder District - Northwestern Mutual.

Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our Growing Offices are Located:

• District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
• Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
• Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
• Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
• Expansion in Jackson, WY.

Meet some of our local team, many who have excelled in athletics:

Haley Stevens - Chief Operating Officer:

• How long with NM? Joined Northwestern Mutual 9 years ago.
• Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
• Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 31 years.
• Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
• Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

Cory Schroeder - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 7 years.
• Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
• Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

Josh Schilt - College Unit Director & Financial Advisor:

• How long with NM? Been with Northwestern Mutual for 4 years.
• Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
• Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

Brian Campbell - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 21 years.
• Prior Experience? Began his career with NM as an intern while attending Colorado State University.
• Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

Key Responsibilities:

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.