Financial Advisor: Build Plans & Impact, Flexible Schedule

Northwestern Mutual; Dubuque (IA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual of Northeast Iowa is seeking a Financial Advisor to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning.

You will build long-term client relationships, provide tailored strategies, and work with a planning team to deliver ongoing support, with training and sponsorship available for licenses.

Qualifications

• Education: Bachelor's Degree is strongly preferred or military equivalent.
• 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 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 strongly preferred or military equivalent

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual of Northeast Iowa is seeking a Financial Advisor to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning.

You will build long-term client relationships, provide tailored strategies, and work with a planning team to deliver ongoing support, with training and sponsorship available for licenses.