Wealth & Insurance Advisor — Flexible Schedule

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Community impact

Job summary

Yoder District - Northwestern Mutual is seeking a Financial Advisor who helps individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, assess needs, and tailor strategies to protect assets and grow wealth.

The team emphasizes a supportive culture with ongoing training, licensing sponsorship, and opportunities for advancement within Northwestern Mutual.

Qualifications

• Education: Bachelor's Degree strongly preferred or military equivalent.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor client plans and adjust strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Strong interpersonal and communication

Analytical thinking

Client rapport

Education

Bachelor's Degree strongly preferred or military equivalent

Tools

Licenses: Series 6, 63, and state insurance licenses

Job description

Yoder District - Northwestern Mutual is seeking a Financial Advisor who helps individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive planning. You will build long-term client relationships, assess needs, and tailor strategies to protect assets and grow wealth.

The team emphasizes a supportive culture with ongoing training, licensing sponsorship, and opportunities for advancement within Northwestern Mutual.