Financial Advisor; Career Changers Encouraged

Overview

Northwestern Mutual is a leading financial services organization, serving over 4.5 million individuals with tailored financial planning solutions. With $265 billion in assets under management and $1.8 trillion in life insurance protection in force, it offers services in life, disability, and long-term care insurance, annuities, investment products, and advisory services. With a strong commitment to diversity and inclusion, Northwestern Mutual supports its growing network of financial advisors and corporate professionals across the U.S., including offices in Milwaukee and New York.

The organization emphasizes a personal, client-first approach to uncover opportunities and create lasting financial security.

This is a full-time hybrid role based in Lone Tree, CO, with some flexibility for remote work. As a Financial Advisor, you will guide clients in creating personalized financial strategies to achieve their short- and long-term goals. Responsibilities include financial planning, providing investment and insurance recommendations, retirement planning, and delivering ongoing financial advisory services. You will be expected to build and maintain relationships with clients, continuously assess their financial needs, and offer tailored solutions to help them achieve financial security.

• Experience in Financial Planning, Financial Advisory, and Finance
• Knowledge of Retirement Planning and Investments
• Strong interpersonal and communication skills to build and maintain client relationships
• Ability to analyze and interpret complex financial data to provide customized solutions
• Self-motivated and driven to meet both personal and professional goals
• Bachelor’s degree in finance, business, or a related field preferred
• Industry certifications and licenses such as CFP® or Series 6, 7, and 63 licenses (or willingness to obtain)
• Passion for helping individuals achieve their financial goals and long-term security