Financial Advisor Room to Grow
About The Position
At Northwestern Mutual's Cedar Rapids office, the Financial Advisor works with clients to understand their financial needs and develop personalized strategies to protect their assets, income, and long-term security. The role involves building a practice independently, with career and income growth shaped by the advisor's efforts. Advisors receive training, mentorship, planning-team support, and marketing resources, and may pursue growth into leadership, wealth management, or partnership roles over time. The position offers performance-based compensation without a stated ceiling, schedule flexibility, ongoing development and sponsorship for advanced certifications, and company-funded pension and PFGF profit-sharing contributions. The advisor is expected to build client relationships and a growing network through referrals, community involvement, and professional associations.
Requirements
- Self-motivated and growth-oriented, with a track record of setting and pursuing goals.
- 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, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor's degree is 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 a growing client network through referrals, community involvement, and professional associations.
- Set and pursue personal growth goals with mentorship and support.
Benefits
- Retirement
- Performance-based bonus
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Ongoing training and development, including sponsorship for advanced certifications
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
- Company-funded pension and PFGF profit-sharing contributions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
