Financial Planning Advisor — Flexible Schedule & Growth

Northwestern Mutual; Dubuque (IA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Retirement

Dental insurance

Flexible schedule

Health insurance

Vision insurance

Training & development

Advancement opportunities

Company events

Job summary

Northwestern Mutual Northeast Iowa is seeking a Sales Advisor to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and tailor financial strategies.

Join a mission-driven team that supports training, licensing sponsorship, and mentorship, with flexible work options and a culture focused on growth, community impact, and client service excellence.

Qualifications

• Bachelor's degree required or military equivalent.
• Experience in financial services or insurance beneficial but not required.
• Must be able to obtain required licenses with sponsorship.

Responsibilities

• Consult with clients to understand goals and concerns.
• Develop comprehensive financial plans including investments and insurance.
• Recommend and implement protection strategies for assets and income.
• Provide ongoing support and adjust plans as life changes.
• Build and maintain a network of clients through referrals.

Skills

Interpersonal skills

Communication

Analytical thinking

Networking

Education

Bachelor's Degree

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual Northeast Iowa is seeking a Sales Advisor to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and tailor financial strategies.

Join a mission-driven team that supports training, licensing sponsorship, and mentorship, with flexible work options and a culture focused on growth, community impact, and client service excellence.