Jim Schroeter

Wealth Management Advisor @Northwestern Mutual

Wausau, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2013 — Present

Wealth Management Advisor @Northwestern Mutual

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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

RecruitingOrganizational StructurePassion to SucceedCoachingFinanceSales ProcessTeamworkLeadershipSalesSocial NetworkingTeam BuildingTime ManagementNetworking

ABOUT JIM SCHROETER

I partner with my clients to take an integrated approach to financial planning. Whether…

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