Entrepreneurial Financial Planner

Northwestern Mutual; Fort Collins (CO); In loco; USD 61.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance-based earnings

Retirement plan

Medical, vision, dental plans

Licensing support

Parental benefits

Descrizione del lavoro

Northwestern Mutual is seeking a financial advisor to start a business-based practice focused on comprehensive financial planning. You’ll begin as a financial representative, building client relationships and obtaining licenses through award-winning training programs.

You’ll have access to proprietary planning software to educate clients and deliver holistic plans, including investments, insurance, and retirement solutions.

Competenze

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to build a business.
• Track record in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and strong communication.
• Motivation and drive; work authorization in the US without sponsorship.

Mansioni

• Grow your client base by building connections and maintaining a referral network.
• Create personalized, holistic financial plans for clients.
• Manage and adjust clients’ financial plans to meet goals.
• Develop and grow relationships with clients through all life stages.

Conoscenze

Entrepreneurial spirit

Relationship building

Time management

Strong communication

Motivation & drive

Formazione

Bachelor’s degree

Descrizione del lavoro

Northwestern Mutual is seeking a financial advisor to start a business-based practice focused on comprehensive financial planning. You’ll begin as a financial representative, building client relationships and obtaining licenses through award-winning training programs.

You’ll have access to proprietary planning software to educate clients and deliver holistic plans, including investments, insurance, and retirement solutions.