Background investigator Jobs in Lakewood, CO

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Greenwood Village!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor, Jamie Mannarelli: https://opportunities.northwesternmutual.com/financial-advisor-day-in-the-life-jamie


Meet Our Team:

Eric McGough, CLU®, ChFC®, RICP® – Managing Director (MD):

• Time with NM: 35 years
• Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals.
• Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing.

Colin Starr – CFP®, CLU®, RICP® Wealth Management Advisor:

• Time with NM: 12 years
• Prior Experience: Former student and college baseball athlete.
• Passionate About: Faith and family are central to Colin’s life. He volunteers in his church’s youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids.

Jensen Feggins – Financial Advisor:

• Time with NM: 5 years
• Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual.
• Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports.

Maggie Brown – Director of Development:

• Time with NM: 10 years
• Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential.
• Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids’ sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership.

About Us: At Northwestern Mutual - Greenwood Village, our mission is to elevate the trajectory of the lives we touch. Guided by our core values of Profound Care, the Power to Choose, Unwavering Character, Uncommon Courage, Benevolent Candor, and Genuine Curiosity, we are a team grounded in purpose, integrity, and gratitude. We have the privilege of living and working in beautiful Colorado, collaborating with the top financial services company in the world while serving our clients and community with excellence. Beyond our work, we proudly support organizations such as the Cystic Fibrosis Foundation and Alex’s Lemonade Stand, reflecting our commitment to making a lasting difference in the lives of others.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.