Client Advisor with Athletic Background

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Cedar Rapids seeks a proactive Financial Advisor to guide clients toward their financial objectives through tailored plans, investment strategies, and risk management.

You will conduct consultations, craft comprehensive financial plans, recommend insurance solutions, and provide ongoing support while building a robust referral network with local professionals.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

Job description

Benefits:

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

Join the Winning Team at Northwestern Mutual – Cedars Rapids!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Cedar Rapids!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving office is located at:

401 1st St SE Suite 401 Cedar Rapids IA 52401

Meet Our Local Team:

Kalvin Grabau Keele, CHFC, CLU, RICP – Managing Partner/Wealth Management Advisor:

• Time with NM: 20 years.
• Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
• Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.

Ben Frazier – District Director:

• Time with NM: 5 years.
• Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
• Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.

Kate Berry – Financial Advisor:

• Time with NM: 2 years.
• Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
• Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her life—she dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.

Kyle Reeve – Financial Advisor:

• Time with NM: 3 years.
• Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
• Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their family’s cabin.

Key Responsibilities:

• 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:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services or business development is beneficial but 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).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.