Entry-Level Financial Advisor: Flexible Schedule & Growth

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual's Fort Collins district office is seeking a Financial Representative who will build lasting client relationships through personalized insurance solutions and financial planning. You will engage clients to understand their financial goals, develop comprehensive plans, and provide ongoing support to adapt to changes in circumstances.

The role offers training and sponsorship for licenses. You will actively network within the community, leverage mentorship opportunities, and

Qualifications

• Bachelor's degree preferred, but not required.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses are required (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.]
• CoT_job_summary_short":"COMPANY NAME: Northwestern Mutual\nKEY POINTS: Client consultations, financial planning, networking"
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• salary_estimation_cot":"Financial Representative in Fort Collins: typical annual compensation ranges with base plus incentives; market varies by client base and activity.",
• estimated_low
• 60000
• estimated_medium
• 85000
• estimated_high
• 110000
• currency
• USD
• frequency
• yearly
• bonus
• null
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Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual's Fort Collins district office is seeking a Financial Representative who will build lasting client relationships through personalized insurance solutions and financial planning. You will engage clients to understand their financial goals, develop comprehensive plans, and provide ongoing support to adapt to changes in circumstances.

The role offers training and sponsorship for licenses. You will actively network within the community, leverage mentorship opportunities, and