Entrepreneurial Financial Advisor

Northwestern Mutual; Lakewood (CO); Vor Ort; USD 61.000 - 250.000; Vollzeit

Benefits dieser Stelle

Performance-based earnings

Licensing & education support

Retirement plan

Medical, vision, dental

Parental benefits

Zusammenfassung

Northwestern Mutual in Lakewood, CO seeks a Financial Advisor to build a client base and deliver holistic financial plans. You’ll grow relationships, educate clients on investments, insurance, and retirement strategies, and operate as an independent contractor in a supported franchise.

The role emphasizes entrepreneurship, ongoing licensing support, and access to a robust training network with a focus on client outcomes and long-term planning success.

Qualifikationen

• Bachelor’s degree required; entrepreneurial mindset preferred.
• Proven success in relationship-building or client-facing roles.
• Strong time-management and organization skills.
• Commitment to continuous learning and collaboration.
• Excellent critical thinking and communication abilities.
• Demonstrated motivation and drive to succeed in sales.
• Legal authorization to work in the US without sponsorship.

Aufgaben

• Grow your client base by making new connections, maintaining a strong referral network, 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

Kenntnisse

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in US

Ausbildung

Bachelor’s degree

Jobbeschreibung

Northwestern Mutual in Lakewood, CO seeks a Financial Advisor to build a client base and deliver holistic financial plans. You’ll grow relationships, educate clients on investments, insurance, and retirement strategies, and operate as an independent contractor in a supported franchise.

The role emphasizes entrepreneurship, ongoing licensing support, and access to a robust training network with a focus on client outcomes and long-term planning success.