Financial Planner & Advisor — Flexible, Remote

Funk Group of Northwestern Mutual; Waterloo (IA); Remote; USD 60,000 - 90,000; 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

Funk Group of Northwestern Mutual in Waterloo, IA is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, understand needs, and provide tailored financial strategies across investments, insurance, and retirement. The office emphasizes community involvement and professional development with flexible work options.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services beneficial but not required.
• Strong interpersonal and communication skills with client focus.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Provide tailored insurance solutions to protect assets and income.
• Monitor and update client plans as situations change.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree (preferred)

Job description

Funk Group of Northwestern Mutual in Waterloo, IA is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, understand needs, and provide tailored financial strategies across investments, insurance, and retirement. The office emphasizes community involvement and professional development with flexible work options.