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Northwestern Mutual

Financial Advisor

Northwestern Mutual
Boulder, CO $50k - $200k/yr Full time Posted 3h ago
Advisor Client Relations Client Service Financial Advisor Financial Planning Financial Services Leadership Relationship Management Sales
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Job Description

Why Northwestern Mutual in Boulder (hybrid): This role supports client-focused financial planning while offering an income model built for growth, plus programs and allowances designed to help you develop early. You’ll also receive support for licensing and ongoing education, a retirement package and pension plan, and comprehensive insurance coverage including medical, dental, vision, life, and disability income insurance.

Compensation: Salary/income range is USD 50,000 - 200,000 per year, with first-year income falling within that range. Income performance varies by advisor, with an average income of $635,000 for advisors who have been here over 5 years. Top performance includes $1.6M (top 25%) and $2.3M (top 10%).

What you’ll do

Financial Representatives at Northwestern Mutual help clients through personalized financial planning. The work centers on building a clientele, educating clients on planning options, making recommendations, and developing and maintaining client financial plans over time.

  • Build: Grow a clientele by strengthening trustworthy relationships and deepening knowledge of NM financial products and market trends.
  • Educate: Continue learning beyond initial training through sponsored licensing, registration, and ongoing development.
  • Educate (client education): Use assistive software, reporting tools, and illustrations to explain financial planning options.
  • Influence: Drive clients toward action by providing honest recommendations focused on protection and prosperity.
  • Own (business development): Take ownership of business development and management as you master your craft and build a team.
  • Own (plan maintenance): Review and maintain client financial plans and continue providing optimum advice aligned to client needs.
  • Own (independence support): Be in business for yourself, while not by yourself.

Licensing, planning focus, and client topics

  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis

What you’ll bring

  • Education: 4-year degree; or equivalent professional work experience (Bachelor’s degree preferred).
  • Experience: Prior sales and/or business experience preferred.
  • Mindset: Entrepreneurial ambitions and a desire for continuous learning.
  • Client relationship skills: Experience building meaningful relationships and interpersonal skills for client-facing success.
  • Organization: Excellent time-management skills.
  • Work authorization: Legal authorization to work in the US without sponsorship.
  • Location: Must be located in the greater Denver/Boulder area or planning to move imminently. Boulder, CO 80301 (Required).

Support, benefits, and programs

  • Uncapped commission with programs to support early development.
  • Renewable income model.
  • Bonus programs and expense allowances.
  • Support for insurance licensing and exams including SIE, Series 6, Series 63, CFP®, and more.
  • Retirement Package and Pension Plan.
  • Insurance coverage: Medical, Dental, Vision, Life Insurance, and Disability Income Insurance.
  • Family Planning.
  • Flexible schedule.
  • Retirement plan, health insurance, dental insurance, life insurance, vision insurance (as listed).

Recognition and training

  • FORTUNE 500 Company (2023)
  • FORTUNE Works Most Admired Companies (2022)
  • Forbes Best Employers for Women (2022)
  • Forbes Best Employers for Diversity (2022)
  • Top 125 Training Program

Location: Boulder, CO (hybrid). Technologies: assistive software, reporting tools.

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