Wealth Consultant with Military Background

Benefits:

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

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Fort Collins is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/

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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Our Thriving Offices are Located:

• District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
• Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
• Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
• Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
• Expansion across Jackson, WY.

The Backbone of Our Success, Our Local Leaders:
Haley Stevens - Chief Operating Officer:

• How long with NM? Joined Northwestern Mutual 7 years ago.
• Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
• Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

Bailey Bergstrom - Director of Recruitment and Selection:

• How long with NM? Been with Northwestern Mutual for 2 years.
• Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
• Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.

Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 29 years.
• Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
• Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

Cory Schroeder - Managing Partner, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 5 years.
• Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
• Passionate About? Loves spending time with his wife and 3 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

Josh Schilt - Financial Advisor:

• How long with NM? Been with Northwestern Mutual for a year and a half.
• Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
• Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

Brian Campbell - Managing Partner, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 19 years.
• Prior Experience? Began his career with NM as an intern while attending Colorado State University.
• Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

• Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
• Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

What Our Representatives Value:

• Potential for abundant, consistent, and predictable results.
• A collaborative, high-support team environment, fostering growth and camaraderie.
• Full business development process training and support for seamless operations.
• Proven operational systems and cutting-edge technology for enhanced agent efficiency.
• Achieving high performance while maintaining a great quality of life.
• A company experiencing rapid growth, offering leadership opportunities for top performers.

Candidate Characteristics:

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

Benefits:

• Strong Earnings Potential: Combining first year income and unlimited upside.
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Education:

• Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.