Wealth Advisor – Insurance‑Focused, Flexible Growth

Dorner District - Northwestern Mutual; Peoria (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Dorner District seeks a financial advisor to help individuals and businesses reach their financial goals through personalized insurance and planning solutions. Build long-term client relationships, understand needs, and provide tailored financial strategies.

You will develop comprehensive plans, guide investments and insurance choices, and offer ongoing support while expanding your professional network and serving communities in Illinois.

Qualifications

• Bachelor's degree required.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills; analytical thinking and ability to build trust with clients.
• Licenses such as Series 6, Series 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals and concerns.
• Financial Planning: Develop comprehensive financial plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor and update plans as clients’ circumstances change.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Northwestern Mutual Dorner District seeks a financial advisor to help individuals and businesses reach their financial goals through personalized insurance and planning solutions. Build long-term client relationships, understand needs, and provide tailored financial strategies.

You will develop comprehensive plans, guide investments and insurance choices, and offer ongoing support while expanding your professional network and serving communities in Illinois.