Entry-Level Financial Advisor: Flexible Schedule & Growth

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual is seeking a Financial Representative in Fort Collins, CO to build enduring client relationships, assess financial goals, and deliver personalized insurance solutions and comprehensive financial planning.

You will work with mentors and a dedicated planning team, participate in elite training, and benefit from a flexible schedule with advancement opportunities and sponsorship for licenses.

Qualifications

• A bachelor's degree is preferred but not required.
• Previous experience in financial services, insurance, or business development is beneficial.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.
• Licenses such as Series 6, Series 63, and state life/health licenses; licensing sponsorship available.

Responsibilities

• Engage clients to understand financial goals and provide tailored insurance solutions.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Maintain relationships with clients and provide ongoing plan updates.
• Network through referrals, community involvement, and professional associations.
• Assist in building new client relationships and revenue growth.

Skills

Interpersonal communication

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual is seeking a Financial Representative in Fort Collins, CO to build enduring client relationships, assess financial goals, and deliver personalized insurance solutions and comprehensive financial planning.

You will work with mentors and a dedicated planning team, participate in elite training, and benefit from a flexible schedule with advancement opportunities and sponsorship for licenses.