Entry Level Financial Representative
Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteEntry LevelTeam 5,001-10,000
Location
United States
Posted
3 days ago
Salary
$65K - $85K / year
Seniority
Entry Level
No structured requirement data.
Job Description
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact—both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
Our Thriving Offices are Located:
- District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
- Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
- Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
- Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
- Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
- How long with NM? Joined Northwestern Mutual 7 years ago.
- Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
- Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
- How long with NM? Been with Northwestern Mutual for 2 years.
- Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
- Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
- How long with NM? Been with Northwestern Mutual for 29 years.
- Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
- Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
- How long with NM? Been with Northwestern Mutual for 5 years.
- Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
- Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
- How long with NM? Been with Northwestern Mutual for a year and a half.
- Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
- Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
- How long with NM? Been with Northwestern Mutual for 19 years.
- Prior Experience? Began his career with NM as an intern while attending Colorado State University.
- Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key 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.
Qualifications:
- Education: A bachelor's degree is preferred, but not required.
- 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.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
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