Impactful Financial Advisor | Flexible Schedule & Growth

Yoder District - Northwestern Mutual

Fort Collins (CO)

On-site

USD 65,000 - 120,000

Full time

7 days ago
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Benefits offered by this job

Professional development
Performance-based bonus
Health insurance
Dental insurance
Vision insurance
Flexible schedule
Company events
Advancement opportunities
Training & licensing support

Job summary

Northwestern Mutual's Yoder District in Fort Collins is seeking a Financial Advisor to build client relationships, design personalized insurance and financial plans, and guide families toward financial security.

You will work with a dedicated planning team, pursue ongoing professional development, and potentially earn performance-based incentives while advancing within a supportive, community-oriented firm.

Qualifications

  • Education: Bachelor's Degree is strongly preferred or military equivalent.
  • Skills: Strong interpersonal and communication skills; analytical thinking; ability to build trust and rapport with clients.
  • Licenses: Series 6, Series 63, and state insurance licenses (training and sponsorship available).

Responsibilities

  • Client Consultation to understand financial goals and concerns.
  • Develop comprehensive financial plans including investments, insurance, and retirement.
  • Recommend and implement insurance strategies to protect clients' assets.
  • Monitor and update client plans; adjust strategies as needs evolve.
  • Build and maintain a network of clients through referrals and community involvement.

Education

Bachelor's Degree or military equivalent
Interpersonal communication
Analytical thinking
Build client trust & rapport

Tools

Series 6
Series 63
State life/health licenses

Job description

Northwestern Mutual's Yoder District in Fort Collins is seeking a Financial Advisor to build client relationships, design personalized insurance and financial plans, and guide families toward financial security.

You will work with a dedicated planning team, pursue ongoing professional development, and potentially earn performance-based incentives while advancing within a supportive, community-oriented firm.

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