Financial Advisor: Impactful Planning & Growth

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Training & development

Opportunity for advancement

Job summary

The Yoder District - Northwestern Mutual is seeking a Financial Advisor to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, design tailored financial plans, and provide ongoing support while expanding your advisory practice with a supportive team and sponsorship for licenses.

We offer a family-like culture, mentorship, and community involvement with opportunities for

Qualifications

• Bachelor’s Degree preferred or military equivalent.
• Experience in financial services or business development is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses; sponsorship available.

Responsibilities

• Engage with clients to understand financial goals, aspirations and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor client plans and provide regular updates; adjust strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust-building

Education

Bachelor’s Degree

Military equivalent

Tools

Series 6

Series 63

State licenses

Job description

The Yoder District - Northwestern Mutual is seeking a Financial Advisor to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, design tailored financial plans, and provide ongoing support while expanding your advisory practice with a supportive team and sponsorship for licenses.

We offer a family-like culture, mentorship, and community involvement with opportunities for