Financial Advisor: Client Planning & Wealth Growth (Remote)

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); Hybrid; USD 55,000 - 95,000; 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 - Cedar Rapids is seeking a Financial Advisor to guide clients through financial planning, investments, insurance, and retirement strategies. The role emphasizes building trust, delivering tailored financial solutions, and ongoing client support.

Join a team that values teamwork, discipline, and growth, with flexible scheduling and the potential for advancement in a thriving Midwest office environment.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Licenses: Series 6/63

Education

Bachelor's degree preferred

Job description

Northwestern Mutual - Cedar Rapids is seeking a Financial Advisor to guide clients through financial planning, investments, insurance, and retirement strategies. The role emphasizes building trust, delivering tailored financial solutions, and ongoing client support.

Join a team that values teamwork, discipline, and growth, with flexible scheduling and the potential for advancement in a thriving Midwest office environment.