Northwestern Mutual - Urbandale

Uniquelyurbandale; Urbandale (IA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Company-funded retirement package

Comprehensive medical plans

Performance-based earnings

Job summary

A leading financial services company is offering an exciting opportunity for a Financial Advisor in Urbandale, Iowa. This role allows you to start your own business while helping clients achieve their financial goals through effective planning. As a financial advisor, you will build and manage personalized financial plans, focusing on client relationships for success. With a potential earnings range between $50K and $250K, including performance-based compensation and comprehensive benefits, this position supports a fulfilling career in finance.

Qualifications

• History of success in relationship‑building or client‑facing roles.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by making new connections.
• Build personalized, holistic financial plans.
• Manage clients' financial plans to achieve goals.
• Support clients through every stage of life.

Skills

Entrepreneurial ambitions

Client relationship building

Desire for continuous learning

Critical thinking

Motivation and drive

Job description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services. Trust Services, Retirement Solutions, and Business Needs Analysis.

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Duties -As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Qualifications-

• Entrepreneurial ambitions to be a business owner
• History of success in relationship‑building or client‑facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Compensation and Benefits -

• Performance‑based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on company average for representatives in their first year). Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors in the first 3 years).
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 63, and more
• Fully company‑funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans

Join us as we strive to provide exceptional service and support to our clients in achieving their financial aspirations.
We have fulltime and internship opportunities available!

Position Type: Full-Time,Internship

Salary Range: $50,000-$100,000,$100,000- Greater