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Entry-Level Wealth Consultant

Entry-Level Wealth Consultant

Northwestern Mutual - North Denver
30+ days ago
Job type
  • Remote
Job description

Job Description

Job Description

Benefits :

  • Stipend Consideration
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

We are seeking motivated individuals to join our dynamic North Denver team as Wealth / Financial Consultants. Previous insurance or financial services experience is not required. If you are passionate about helping others protect their financial future, this career path may be for you!

Position Responsibilities :

  • Educate clients on life insurance options.
  • Customize insurance and financial plans based on individual needs.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team.

    • Position Requirements :

  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Minimum of a Life insurance license (or willingness to obtain).

    • North Denver District Mission / Vision / Values :

  • Mission : Financially empower communities to change the world.
  • Vision : Redefine financial planning as a sanctuary for diverse communities.
  • Core Values : Inclusivity, empowerment, safety, impact, and authenticity.

    • A Glance at Northwestern Mutual (NM) :

    Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

    Our Unique Angle : Meticulous Training and Support

    We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

    MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS :

    Molly Berger, Wealth Management Advisor

  • How long with NM? Since June 2020
  • Previous experience? Nonprofit background, Director of Sales at a fintech startup.
  • Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.

    • Jonathan Tippetts, Financial Advisor & Growth and Development Director

  • How long with NM? 5 years
  • Previous experience? Business and Environmental Science major, Front-End Manager at Target.
  • Passionate about? Changing clients lives, adventuring, and spending time on the water with loved ones.

    • Sarah Tinkler, Managing Director

  • How long with NM? Since July 2006
  • Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
  • Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with fiance, Renata.

    • Position Benefits :

  • Competitive compensation with industry leading benefits.
  • First year stipend potential.
  • Training and development.
  • Flexible work schedule.
  • Significant variable pay perks.
  • Full benefits package.
  • An office full of support and successful career role models.

    • We want to invite and encourage those to apply who share the same goal of providing more education, awareness, and career opportunities to underserved populations within the financial services industry. Our goal is to alleviate financial anxiety and make an impact with a heavy focus on building a culture that promotes Diversity, Equity, and Inclusion.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.