Jim Schroeter
Advisor | Empowering Clients to Achieve + Enjoy Financial Security
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Wausau, WI, US
- LinkedIn followers
- 500 followers
About Jim Schroeter
I partner with my clients to take an integrated approach to financial planning. Whether…
Experience
Wealth Management Advisor
Jul 2013 — Present · Eau Claire, WI, US
I\'ve been a part of Northwestern Mutual since 2013, and have held multiple roles within one of the nation’s most respected financial planning firm.In our planning process, we focus on three areas to ensure security for our clients.1. Help you find clarity around life and financial goals2. Create a blueprint to accomplish those goals3. Execute on areas of financial planning where you can utilize our time/energy/expertiseWhile being a financial advisor at Northwestern Mutual from day one, I spent 3+ years as a Growth and Development Director, College Unit Director, and Field Director, where I mentored new Advisors and Representatives in the business.
Skills
- Recruiting
- Organizational Structure
- Passion to Succeed
- Coaching
- Finance
- Sales Process
- Teamwork
- Leadership
- Sales
- Social Networking
- Team Building
- Time Management
- Networking
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