Financial Advisor Career Changer Opportunity

Transition into financial advising with an onsite role in Fort Collins, supporting individuals and businesses through insurance and financial planning.

Responsibilities

• Meet with clients to understand financial goals, aspirations, and concerns
• Create comprehensive financial plans covering investments, insurance, and retirement
• Develop and implement insurance strategies designed to protect clients’ assets and income
• Monitor client plans and deliver regular updates, adjusting strategies as circumstances change
• Grow and maintain a client base through referrals, community involvement, and professional associations

Requirements

• Bachelor’s Degree strongly preferred, or military equivalent
• Prior experience in financial services, insurance, or business development is beneficial but not required
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport
• Obtain required licenses, including Series 6, 63, and state insurance licenses (training and sponsorship available)

Compensation

• USD 85,000 - 110,000 per year

Benefits

• Bonus based on performance
• Performance incentives with a compensation structure that has no ceiling
• Flexible schedule
• Health insurance
• Dental insurance
• Vision insurance
• Opportunity for advancement
• Training and development
• Access to ongoing training and development programs, including sponsorship for advanced certifications
• Company parties
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
• Schedule flexibility designed to fit lifestyle and goals

Onsite Location

• Fort Collins, CO (onsite)

District and Office Locations

• 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

Why Career Changers Could Thrive Here

• Designed for career changers with people skills, perseverance, and a desire to make a difference
• Training, mentorship, and professional licensing support to help transition into financial services
• Team support from professionals who previously coached, built, designed, or taught before starting their financial practices

A Glance at Northwestern Mutual (NM)

• FORTUNE 500 company providing financial services to more than 5 million people
• Mutual company structure: policyowners (not Wall Street)
• Started in Wisconsin in 1857
• Recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024
• Culture focused on helping people achieve financial security

Meet the Team

• Haley Stevens - Chief Operating Officer: Joined Northwestern Mutual 9 years ago; previously in Retail Management and Sales Management before starting with NM
• Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor: With Northwestern Mutual for 31 years; graduated from Colorado State University; co-owner of R&R Chicken Farm before starting with NM
• Cory Schroeder - Growth & Development Director, Wealth Management Advisor: With Northwestern Mutual for 7 years; served in the military and owned several businesses prior to starting with NM
• Josh Schilt - College Unit Director & Financial Advisor: With Northwestern Mutual for 4 years; previously a college student and worked on a fencing crew building fences for cattle
• Brian Campbell - Growth & Development Director, Wealth Management Advisor: With Northwestern Mutual for 21 years; began at NM as an intern while attending Colorado State University

Day in the Life (video): https://youtu.be/tar1BSa7Gaw

Disclaimer: 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.