Job Description
Job Description
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 Pharma / Medical Expertise into Financial Services!
Build Direct Client Relationships : Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.Make a Meaningful Impact : Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives.Virtually Unlimited [BT1] Growth Potential : With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.A Rewarding Career Path : Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.Meet Our People :
Molly Berger, Wealth Management Advisor
How long with NM? Since June 2020Previous 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.Darrah Tinkler, Strategy Analyst
How long with NM? 1.5 yearsPrevious experience? Assistant LibrarianPassionate 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 monthsPrevious 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.Position Perks :
Significant bonus opportunity commensurate with outcomesDental insuranceHealth insuranceLife insuranceRetirement planVision insuranceOngoing professional developmentLocal culture of support and positive recognitionKey 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).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
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.
