Competitive Financial Advisor: Build Your Practice & Impact

Northwestern Mutual - Cedar Rapids

Cedar Rapids (IA)

On-site

USD 60,000 - 90,000

Full time

2 days ago
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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 - Cedar Rapids is seeking a financially motivated Financial Advisor to help clients protect assets, plan for retirement, and build lasting wealth. You’ll tailor strategies for individuals and families, review plans regularly, and grow your practice through referrals and local networking.

The role emphasizes teamwork, ongoing training, and sponsorship for licenses (Series 6, 63, and state insurance).

Qualifications

  • Bachelor's degree preferred, but not required.
  • Experience in financial services or business development beneficial but not required.
  • Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.
  • Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses — training and sponsorship available.

Responsibilities

  • Meet with clients to assess their financial goals, aspirations, and concerns
  • Develop comprehensive financial plans covering investments, insurance, and retirement
  • Recommend and implement insurance strategies to protect clients' assets and income
  • Monitor clients' financial plans and adjust strategies as circumstances change
  • Build and maintain a client network through referrals, community involvement, and professional associations

Skills

Teamwork
Resilience
Goal orientation
Discipline and time management
Competitive drive

Education

Bachelor's degree preferred

Job description

Northwestern Mutual - Cedar Rapids is seeking a financially motivated Financial Advisor to help clients protect assets, plan for retirement, and build lasting wealth. You’ll tailor strategies for individuals and families, review plans regularly, and grow your practice through referrals and local networking.

The role emphasizes teamwork, ongoing training, and sponsorship for licenses (Series 6, 63, and state insurance).

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