Demo

Field Advisor with Real Estate Background

Northwestern Mutual - North Denver
Denver, CO Full Time
POSTED ON 4/2/2025
AVAILABLE BEFORE 5/2/2025

Benefits :

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

Transition Your Real Estate Expertise into Financial Services :

Are you a residential or commercial real estate agent interested in exploring a new career path? Northwestern Mutual of North Denver invites real estate professionals to consider how their skills and experiences could align with a career in financial services, offering new opportunities for growth, income potential, and professional impact.

  • Endurance and Dedication Translate Well : Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which can align well with a career in financial services.
  • Building Meaningful Client Relationships : Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home.
  • Leverage Your Expertise and Network : Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals.
  • Career Growth Opportunities : Explore a career path that allows you to continue helping others while developing your professional skills.
  • Comprehensive Training and Licensing Support : We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services.
  • About Us : Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community.

    Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual : https : / / youtu.be / 7SlQuS7AOgQ

    Meet Our Local Leaders :

    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 fiancée, Renata.
  • Darrah Tinkler, Strategy Analyst

  • How long with NM? 1.5 years
  • Previous experience? Assistant Librarian
  • Passionate about? Helping people discover career paths, exploring antique stores and spending time with her husband.
  • Kelly Dubek, Talent Acquisition Specialist

  • How long with NM? 6 months
  • Previous experience? Recruiter for healthcare and logistics, Speech Language Pathologist Assistant.
  • Passionate about? Connecting people, outdoor activities like skiing and hiking, and attending music and food festivals with her husband and dog, Molly.
  • Key Responsibilities of a Financial Advisor :

  • 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 :

  • Experience : Previous experience in financial services or insurance is 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. Sarah Tinkler is a District Agent of NM.

    For more information and additional disclosures please go to northdenver.nm.com.

    Flexible work from home options available.

    Salary : $92,000 - $147,500

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