Junior Financial Advisor: Training, Growth, Flex Schedule

Northwestern Mutual of Northeast Iowa; Dubuque (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive pay

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual of Northeast Iowa seeks a motivated Financial Representative to join our local advisory team in Dubuque. You will help individuals and businesses achieve financial security through personalized insurance solutions and thoughtful financial planning.

You'll build long-term client relationships, understand their goals, and deliver tailored strategies. A bachelor's degree is preferred; licensing (Series 6/63 and state life/health) is supported.

Qualifications

• Education: A bachelor's degree 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).

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.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust building

Education

Bachelor's degree (preferred)

Job description

Northwestern Mutual of Northeast Iowa seeks a motivated Financial Representative to join our local advisory team in Dubuque. You will help individuals and businesses achieve financial security through personalized insurance solutions and thoughtful financial planning.

You'll build long-term client relationships, understand their goals, and deliver tailored strategies. A bachelor's degree is preferred; licensing (Series 6/63 and state life/health) is supported.