Wealth Advisor with Military Background

The Harrington District - Northwestern Mutual; Pleasant Valley Township (IA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The Harrington District - Northwestern Mutual is seeking a Wealth Advisor to help clients secure their financial futures through comprehensive insurance solutions. You will assess client needs, design personalized plans, and build lasting relationships while navigating regulatory requirements in a growth-oriented team.

Join a high-support environment with strong earnings potential, serious training, and opportunities for advancement.

Qualifications

• Bachelor's Degree or Military equivalent.
• Strong communication and relationship-building abilities.
• Willingness to participate in in-person training and be part of a collaborative team.
• Ability to work in a high-support, growth-oriented environment.

Responsibilities

• Assess clients' financial needs and goals to recommend insurance solutions.
• Develop personalized insurance plans aligned with clients' long-term strategies.
• Build and maintain relationships, providing ongoing support and guidance.
• Stay informed about insurance products and industry trends to offer best options.
• Ensure all recommendations comply with company policies and regulatory requirements.

Skills

Communication skills

Teamwork

Leadership

Self-motivation

Education

Bachelor's Degree/Military Equivalent

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Are you a veteran with an unwavering sense of mission?

Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Harrington District - Northwestern Mutual is seeking to onboard a new Wealth Advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Our thriving office is located at:

4323 Ontario Dr, Bettendorf, IA 52722

Meet Our Team:

Tim Harrington, Managing Director:

• Time with NM: Joined Northwestern Mutual in 2021 as a Growth and Development Director and transitioned to Managing Director after nine months.
• Previous experience: Owned and managed a consulting business, with experience as a speaker, coach, and consultant before joining Northwestern Mutual.
• Passionate about: Tim lives in Eldridge with his wife, Lindsay, and their six children. He enjoys volunteering for youth sports, spending quality time with his family, watching his kids compete, and traveling.

Scott Fischer, Financial Advisor & Growth and Development Director:

• Time with NM: Joined Northwestern Mutual in 2007 as an intern in one of the firm's Florida offices and now serves as both a Financial Advisor and Growth and Development Director.
• Previous experience: Earned a Bachelor of Science in Finance from Jacksonville University before beginning his career with Northwestern Mutual through the internship program.
• Passionate about: Scott and his wife, Krista, have four sons and recently moved back to their hometown of Sterling, Illinois, to be closer to family. Outside of work, he enjoys coaching his sons' sports teams, golfing, volunteering, attending church, and spending time with his family.

Alanna Rumler-Akre, Financial Advisor:

• Time with NM: 11 years.
• Previous experience: Began her career with Northwestern Mutual through the college internship program. She is now a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®).
• Passionate about: Alanna enjoys golfing, boating, and spending time with friends and family. She loves making memories with her husband, Lane, and their three boys, and previously served on the board of Lead(h)er.

Brooke Keck, Talent Acquisition:

• Time with NM: 3 years.
• Previous experience: Worked in real estate sales and mortgage lending before transitioning into Talent Acquisition with Northwestern Mutual in 2022.
• Passionate about: Brooke enjoys spending time with her husband, Matt, and their young son. Outside of work, she loves working out, tackling home renovation projects, and taking long walks around Costco. She also serves as Board President of Dress for Success Quad Cities and regularly volunteers with Lead(h)er.

Position Overview:

As a Wealth Advisor you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

• Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions: Develop personalized insurance plans that align with clients' long‑term financial strategies.
• Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

What Our Representatives Value:

• Potential for abundant, consistent, and predictable results.
• A collaborative, high-support team environment, fostering growth and camaraderie.
• Full business development process training and support for seamless operations.
• Proven operational systems and cutting‑edge technology for enhanced agent efficiency.
• Achieving high performance while maintaining a great quality of life.
• A company experiencing rapid growth, offering leadership opportunities for top performers.

Candidate Characteristics:

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good‑natured in their demeanor.

Benefits:

• Strong Earnings Potential: Combining first year income and unlimited upside.
• Significant bonus opportunity commensurate with outcomes.
• Dental insurance.
• Health insurance.
• Life insurance.
• Retirement plan.
• Vision insurance.

Education:

• Bachelor's Degree/Military Equivalent

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Harrington is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.