Financial Advisor: Planning, Insurance & Growth

Northwestern Mutual of Northeast Iowa; Asbury (IA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual of Northeast Iowa is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term relationships with clients, providing tailored financial plans and ongoing guidance to meet their goals.

Join a mission-driven team that values community involvement, professional development, and a collaborative work environment.

Qualifications

• Bachelor's degree preferred; strong academic record.
• Experience in financial services or sales is beneficial but not required.
• Strong interpersonal and communication skills; analytical thinking.
• Licenses required (Series 6, 63, and state insurance) with training and sponsorship available.

Responsibilities

• Client consultations to understand financial goals.
• Develop comprehensive financial plans including investments, insurance, retirement.
• Recommend and implement insurance strategies to protect assets.
• Provide ongoing plan support and regular updates.
• Build and maintain client networks through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Northwestern Mutual of Northeast Iowa is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term relationships with clients, providing tailored financial plans and ongoing guidance to meet their goals.

Join a mission-driven team that values community involvement, professional development, and a collaborative work environment.