Entry-Level Financial Advisor: Flexible Schedule & Growth

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential with incentives

Mentorship and support

Work-Life Balance

Retirement Benefits

Community Impact

Job summary

Northwestern Mutual Cedar Rapids is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term relationships, understand client needs, and provide tailored financial advice, with sponsorship for required licenses and opportunities for advancement in a supportive, growth-oriented culture.

Qualifications

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

Responsibilities

• Engage with clients to understand financial goals, aspirations, and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor clients' plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Tools

Series 6/63 licenses

State insurance licenses

Job description

Northwestern Mutual Cedar Rapids is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term relationships, understand client needs, and provide tailored financial advice, with sponsorship for required licenses and opportunities for advancement in a supportive, growth-oriented culture.