Layne Financial - Northwestern Mutual

Lead Advisor

Join Layne Financial Group, awarded Best-in-State Top Financial Security Professionals by Forbes in 2022 and 2023! We have an exciting opportunity for a mid-level financial professional to grow within our organization!

The Lead Advisor will work with senior advisors and the portfolio manager to adjust client plans and investment allocations accordingly and provide a streamlined consultancy service to clients.

Lead Advisors meet with clients on an ongoing basis and update, amend, and redraw plans and goals as they are changed or achieved. They also offer clients valuable materials and tools to assist with their financial pursuits.

Responsibilities

• Client relationship development and management including ongoing and regular client contact and communications
• Lead and direct discovery, decision, and review meetings for current and prospective clients
• Solve complicated financial planning, estate, tax, and retirement issues

Minimum Qualifications

• Bachelor’s degree or higher; CFP Designation preferred
• Financial Services industry experience preferred
• Idaho State Life and Health licenses, or ability to obtain within 30 days
• Series 6, 63, 7, SIE preferred, or ability to obtain within 6 months

Additional Desired Skills

• Excellent interpersonal, communication, and listening skills with several years of client interfacing experience
• Previous experience in Estate Design and Financial Planning
• Ability to understand and explain sophisticated financial concepts and issues
• Strong problem-solving skills
• Passionate about doing what is in the best interest of clients
• Team player, collaborative, and able to work with and through others
• Proficiency in Word, Excel, and Adobe
• Experience with client relationship management software preferred
• Detail-oriented, accurate, organized, able to set priorities, self-starter
• Desire/ability to work successfully in a small team environment

Compensation

$60,000-$100,000 guaranteed salary (Depending on experience and qualifications) Bonuses Commissions

About Us:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our clients and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why Join Northwestern Mutual:

• Fortune 500 company (2023)
• Forbes’ Best Employers for Diversity (2018-2021)
• Top 10 US Independent Broker-Dealers
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
• Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $257 billion retail investment client assets held or managed by Northwestern Mutual

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Work Location: In person

Salary : $60,000 - $100,000