Entry-Level Financial Advisor | Flexible Training & Growth

Northwestern Mutual; Asbury (IA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual of Northeast Iowa is seeking a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and tailor financial strategies to fit each unique situation.

You’ll collaborate with a dedicated planning team, access ongoing training, and enjoy a flexible, community-focused office culture that emphasizes growth, impact, and professional development.

Qualifications

• Education: A bachelor’s degree is preferred.
• Experience: Previous experience in financial services, insurance 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).

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend insurance solutions to protect assets and income.
• Monitor plans and provide updates, adjusting strategies as needed.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree (preferred)

Job description

Northwestern Mutual of Northeast Iowa is seeking a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and tailor financial strategies to fit each unique situation.

You’ll collaborate with a dedicated planning team, access ongoing training, and enjoy a flexible, community-focused office culture that emphasizes growth, impact, and professional development.