Financial Planner Career Changer Opportunity

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual Cedar Rapids seeks a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, tailor financial plans, and provide ongoing support with a team focused on growth and inclusion.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Experience in financial services beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses; sponsorship/training 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.
• Monitor and update client plans; adjust strategies as needed.
• Build and maintain a referral network and professional relationships.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport with clients

Education

Bachelor's degree preferred

Tools

Series 6

Series 63

State insurance licenses

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful? At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJ’s Coolest Places to Work and honored with the Training APEX Award, Forbes: Best Employers for New Grads, and WayUp: Top 100 Internships, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Women’s Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local events that make a lasting impact.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at:

401 1st St SE Suite 401 Cedar Rapids IA 52401

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE® as one of the "World's Most Admired" companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Kalvin Grabau Keele, CHFC, CLU, RICP – Managing Partner/Wealth Management Advisor:

• Time with NM: 20 years.
• Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
• Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.

Ben Frazier – District Director:

• Time with NM: 5 years.
• Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
• Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.

Kate Berry – Financial Advisor:

• Time with NM: 2 years.
• Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
• Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her life—she dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.

Kyle Reeve – Financial Advisor:

• Time with NM: 3 years.
• Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
• Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their family’s cabin.

About the Role:

As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses such as Series 6, 63 and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team marketing resources and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kalvin Grabau Keeleis a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.