Current jobs related to Financial Representative//Financial Services Professional - Albuquerque - Northwestern Mutual


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Prevender Financial Services, LLC. As a Financial Advisor, you will have the freedom to build a practice that suits your needs and those of your clients.Key Responsibilities:Provide financial planning and investment advice to clientsDevelop and implement comprehensive...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Prevender Financial Services, LLC. As an independent Financial Advisor, you will have the freedom to build a practice that suits your needs and those of your clients.Key Responsibilities:Provide financial planning and investment advice to clientsDevelop and implement...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    About UsPrevender Financial Services, LLC is a leading financial services firm with over 150 years of combined experience in the industry. Our team is dedicated to providing exceptional service to our clients.Job SummaryWe are seeking a skilled Financial Services Professional to join our team. As an independent Financial Advisor with Prevender Financial...


  • Albuquerque, New Mexico, United States BOK Financial Full time

    Financial Advisor RoleAt BOK Financial, we're seeking a skilled Financial Advisor to join our team. As a key member of our financial services team, you'll be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals.Key Responsibilities:Meet with clients to understand their financial...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    About UsPrevender Financial Services, LLC is a leading financial services firm established in 2007 by Phil Prevender, CFP. With over 32 years of experience in the industry, our team has a combined total of over 150 years of expertise in financial services and wealth planning.Job SummaryWe are seeking a skilled Financial Advisor to join our team. As an...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    Financial Advisor OpportunityPrevender Financial Services, LLC is a leading financial services firm with over 150 years of combined experience in the industry. We are seeking a skilled Financial Advisor to join our team and help us deliver exceptional service to our clients.Key Responsibilities:Provide financial planning and investment advice to...


  • Albuquerque, New Mexico, United States BOK Financial Full time

    Financial Advisor RoleThe Financial Advisor is a key position at BOK Financial, responsible for providing exceptional customer service by guiding clients toward their short and long-term financial goals. This is achieved through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients to...


  • Albuquerque, New Mexico, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Albuquerque area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...


  • Albuquerque, New Mexico, United States Thrivent Financial Full time

    Job SummaryThrivent Financial is seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As a key member of our financial services team, you will work closely with our veteran lead advisors to provide exceptional service, financial planning, and investment guidance to new and existing clients.Key ResponsibilitiesSupport...

  • Financial Advisor

    4 weeks ago


    Albuquerque, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    4 days ago


    Albuquerque, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    2 weeks ago


    albuquerque, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    4 weeks ago


    Albuquerque, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...

  • Financial Advisor

    1 month ago


    Albuquerque, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    As a Senior Financial Consultant with Prevender Financial Services, LLC, you will have the opportunity to leverage your expertise in financial services to build a successful practice. Our company, established in 2007, has over 150 years of combined experience in the industry, providing a solid foundation for your growth.We believe that successful financial...


  • Albuquerque, New Mexico, United States Northwestern Mutual Full time

    Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful business and help your clients achieve their financial goals. With our comprehensive training and industry-leading products, you will be equipped to provide personalized financial planning and solutions to your clients.Our...


  • Albuquerque, New Mexico, United States Northwestern Mutual Full time

    Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual Albuquerque, you will have the opportunity to help your clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to provide expert advice and guidance to your clients, helping them to...


  • Albuquerque, New Mexico, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Albuquerque area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting...


  • Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full time

    As a Senior Financial Consultant with Prevender Financial Services, LLC, you will have the opportunity to work with a highly experienced team and leverage state-of-the-art technology to manage complex client needs.The ideal candidate will have a strong background in the financial services industry, with a minimum of 5 years of experience and a Series 7...


  • Albuquerque, New Mexico, United States Northwestern Mutual Full time

    Job DescriptionAs a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to provide expert advice and solutions to clients. You will work to build a client base by growing relationships with your...

Financial Representative//Financial Services Professional

3 months ago


Albuquerque, United States Northwestern Mutual Full time
Job DescriptionJob Description

Financial Representatives at Northwestern Mutual Albuquerque help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Representative:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence—Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

· Business Revenue structure to support early development

· Renewable income

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

 

You could be right for this opportunity if you have:

· 4-year degree; or equivalent professional work experience

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning

· Legal authorization to work in the US without sponsorship

 

About Us

For over 166 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes

Why join Northwestern Mutual:

· #90, Fortune 100 company (2021)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 10 US Independent Broker-Dealers (1)

· #1 Amongst Life Insurers Most Admired Companies(2) for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion(3) (retail investment client assets held or managed)

 

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.