Entrepreneurial Financial Planner & Client Growth Advisor

Northwestern Mutual; Boulder (CO); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Licensing support

Medical, vision, dental

Parental benefits

Bonuses and incentives

Job summary

Northwestern Mutual is seeking energetic individuals to begin as financial representatives and grow into financial advisors, building a personal business within a strong support network. Training and licensing support are provided, with a compensation structure based on performance and ongoing client service.

You’ll learn to deliver comprehensive financial plans that address investments, insurance, and retirement planning while fostering deep client partnerships.

Qualifications

• Bachelor’s degree required
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator and motivation to drive results
• Legal authorization to work in the US without sponsorship

Responsibilities

• 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

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Collaboration

Critical thinking

Strong communicator

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking energetic individuals to begin as financial representatives and grow into financial advisors, building a personal business within a strong support network. Training and licensing support are provided, with a compensation structure based on performance and ongoing client service.

You’ll learn to deliver comprehensive financial plans that address investments, insurance, and retirement planning while fostering deep client partnerships.