Financial Advisor: Team-Driven, Flexible Schedule

Northwestern Mutual of Northeast Iowa

Asbury (IA)

On-site

USD 55,000 - 90,000

Full time

2 days ago
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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 motivated Financial Advisor who values teamwork and client-focused financial guidance. The role emphasizes collaborating with clients to protect assets and plan for long-term financial security, while supporting a growing local client base.

The team highlights the benefits of disciplined, goal-oriented professionals who thrive through mentorship, training, and community involvement.

Qualifications

  • Bachelor's degree in finance, business, or related discipline.
  • Ability to obtain state insurance licenses; training and sponsorship available.
  • Strong interpersonal and communication skills; ability to build lasting client relationships.

Responsibilities

  • Engage with clients to understand their comprehensive financial needs and design tailored strategies.
  • Review and update clients' financial plans and insurance policies to reflect changes in circumstances or goals; cultivate client referrals.

Education

Bachelor's degree in finance, business, or related discipline

Job description

Northwestern Mutual of Northeast Iowa is seeking a motivated Financial Advisor who values teamwork and client-focused financial guidance. The role emphasizes collaborating with clients to protect assets and plan for long-term financial security, while supporting a growing local client base.

The team highlights the benefits of disciplined, goal-oriented professionals who thrive through mentorship, training, and community involvement.

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