Financial Planning Advisor — Flexible Schedule & Growth

Northwestern Mutual - Cedar Rapids; Cedar Rapids (IA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Work-life balance

Retirement benefits

Community impact

Job summary

Northwestern Mutual Cedar Rapids seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term relationships with clients, assess needs, and provide tailored financial strategies.

You'll work with a dedicated planning team, receive training and sponsorship for licenses, and have opportunities for career advancement within a supportive, community-focused firm that values growth and

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Licensing in Series 6, Series 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultation 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.
• Provide ongoing support and updates to align with changing circumstances.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree preferred

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual Cedar Rapids seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term relationships with clients, assess needs, and provide tailored financial strategies.

You'll work with a dedicated planning team, receive training and sponsorship for licenses, and have opportunities for career advancement within a supportive, community-focused firm that values growth and