Financial Advisor — Flexible Schedule & Growth

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); On-site; USD 55,000 - 85,000; 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 Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial guidance.

Role includes licensure and sponsorship opportunities, a supportive team, and a path toward advancement within a Fortune 500 company’s local office.

Qualifications

• Education: A bachelor's degree is 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 needs.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Ongoing support and plan monitoring with updates as circumstances change.
• 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

Job description

Northwestern Mutual Cedar Rapids is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial guidance.

Role includes licensure and sponsorship opportunities, a supportive team, and a path toward advancement within a Fortune 500 company’s local office.