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Financial Advisor with Management Experience

Financial Advisor with Management Experience

Northwestern Mutual Greenwood VillageCastle Rock, CO, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
  • Transition Your Management Experience into a Career in Financial Services with Northwestern Mutual - Greenwood Village!

    Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

    • Leverage Your Leadership Expertise : Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
    • Build Meaningful Relationships : Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
    • See the Impact of Your Work : In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
    • Unlock Unlimited Growth Potential : Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.
    • Our thriving office is located at : 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111

      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 Colins life. He volunteers in his churchs 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.
    • 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.
    • Qualifications :

    • Education : A bachelor's degree is highly preferred, but not required.
    • 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).
    • 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
    • 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.

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    Financial Advisor • Castle Rock, CO, US

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