Client Advisor with Competitive Drive
Northwestern Mutual - Cedar Rapids•Cedar Rapids, IA
•$72,000 - $85,000•Onsite
About The Position
Northwestern Mutual's Cedar Rapids office is looking for competitive, driven people ready to channel that energy into building a career — and a practice — of their own. As a Financial Advisor, you'll work with clients to understand their financial needs and build personalized strategies to protect their assets, income, and long-term security. You'll regularly review and update client plans to reflect changing circumstances, and grow your practice through referrals, community involvement, and professional networking.
Requirements
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
- Willingness to obtain required licenses, including Series 6, 63, and state insurance licenses — training and sponsorship available
Nice To Haves
- Bachelor's degree preferred, but not required
- Previous experience in financial services or business development is beneficial but not required
Responsibilities
- Meet with clients to assess their financial goals, aspirations, and concerns
- Develop comprehensive financial plans covering investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and adjust strategies as circumstances change
- Build and maintain a client network through referrals, community involvement, and professional associations
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Ongoing training and development, including sponsorship for advanced certifications
- Performance-based compensation that grows with your production
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
- Flexibility to build a schedule around your lifestyle and goals
- Company-funded pension and PFGF profit-sharing contributions
- The opportunity to make a lasting impact guiding individuals and families toward financial security
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
