Financial Representative

4 days ago

Grand Junction, Colorado, United States Northwestern Mutual Full time
Job Title: Financial Representative

As a Financial Representative with Northwestern Mutual, you will have the opportunity to build a successful career in financial planning and wealth management. Our comprehensive training program and mentorship will help you develop the skills and knowledge needed to succeed in this role.

Job Summary:

Our Financial Representatives work with clients to create personalized financial plans that address their unique needs and goals. This includes investment strategies, insurance planning, budgeting, retirement planning, and estate planning. We are seeking individuals who are passionate about helping others achieve financial stability and security.

Key Responsibilities:
  • Build a clientele by meeting new prospective clients and providing exceptional customer service
  • Assist clients with creating financial plans that include investment strategies, insurance planning, budgeting, retirement planning, and estate planning
  • Manage investments for clients once you are investment licensed and contracted by Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company
  • Assist clients with insurance planning, including life insurance, disability insurance, long-term care insurance, and key person insurance
  • Provide financial planning advice to clients and help them achieve their financial goals
Qualifications and Desirable Attributes:
  • Entrepreneurial Mindset: Enjoy autonomy and the ability to build success and a legacy from scratch
  • Drive to Succeed: Willing to work long hours and go the extra mile to be successful
  • Coachable: Willing to learn during a proven mentorship and development program
  • Personable: Able to meet new prospective clients and socially interact with current/prospective clients
  • Intrinsically Motivated: Able to set goals and stick to them without constant management
  • Long-term Vision: Able to endure early challenges and hard work in pursuit of a successful, lucrative future
Our Firm's Vision Statement:

Our vision is to be the preeminent financial planning firm in Western Colorado and the most vibrant, productive, and competent district office within Colorado, a place where people of influence and affluence seek financial advice, while we uphold our values of integrity, competence, work ethic, accountability, professionalism, courage to grow, family, community involvement, diversity, and personal responsibility.

Financial Planning with Northwestern Mutual:

As a Financial Representative with Northwestern Mutual, you will have the opportunity to help clients reach their financial goals by developing and implementing financial plans. Our comprehensive training program and mentorship will help you develop the skills and knowledge needed to succeed in this role.

Training and Support:

As a Financial Representative, you will receive comprehensive learning and development, and ongoing support to help you build your career. Our award-winning training program will help you:

  • Get off to a fast start and maintain high performance over time
  • Grow and develop over your career through learning paths designed to guide you along the way
  • Pursue advanced professional designations and certifications with financial support
Ongoing Support:

Mentorship, Accountability Coaching, Industry Expert and Specialist Training, Investment Education, Monthly Product Training, and more

A Career with Endless Opportunities:

This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you want to earn at any given time in your career. Our financial professionals are making on average about $65,000 in their first year, and there is potential for much more.

Benefits:

Comprehensive medical insurance, two pension plans, life insurance, short-term and long-term disability income insurance, health care and dependent care reimbursement accounts, reimbursement for licensing and ongoing education/designations, and work/life balance.

Leadership Opportunities:

As you grow and develop in your career, you will have opportunities to pursue leadership roles, including recruitment, development, and retention of fellow representatives, and growing network and district offices.

Income Ranges of Northwestern Mutual Representatives:

Average vs Top 25%

  • Year 1 Average - $52,000 Top 25% - $106,000
  • Year 3 Average - $103,000 Top 25% - $202,000
  • Year 5 Average - $139,000 Top 25% - $289,000
  • Year 10 Average - $234,000 Top 25% - $490,000
  • Year 15 Average - $341,000 Top 25% - $790,000
About Northwestern Mutual:

At Northwestern Mutual, we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is a cornerstone for ensuring that reality. Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need.

Recent Awards and Accolades:

FORTUNE 90 Company

Unsurpassed Financial Strength with total company assets of $290 billion

97% of policy owners stay year after year

Top 10 Independent Broker-Dealer. Financial Advisor Magazine. $162 billion client assets held or managed by Northwestern Mutual

The largest direct provider of life insurance in the US

4.9+ million total clients

Industry leader in total dividend payout with $6.5 billion

Military Friendly Employer Award, 2021

Forbes' Best Employers for Diversity, 2021

Giving Back:

Proud Partner of Alex's Lemonade Stand Foundation

500,000+ hours of Children's cancer research funded

$445+ million given back through Northwestern Mutual Foundation

Locally: Citizen Soldier Connection, Rotary Club Sponsors, Title Sponsor of CMU Mavericks Stampede Rodeo, Sponsor of CMU Hockey Team

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