Financial Advisor Career Changer… at Northwestern… · Bettendorf

Summary: Northwestern Mutual is a Fortune 500 financial services company dedicated to helping individuals, families, and businesses achieve financial security. The Financial Advisor role focuses on building client relationships, developing personalized financial plans, and providing insurance, investment, and retirement solutions. The position is designed to support career changers through training, mentorship, and professional licensing assistance.

Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations

Required Qualifications:
- * Experience: Previous experience in financial services, insurance or business development is beneficial but not required
- * Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
- * Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Preferred Qualifications:
- * Education: Bachelor's Degree is strongly preferred or military equivalent

Required Skills: Financial Planning, Insurance Solutions, Series 6, Series 63, State Insurance Licenses

Benefits: Retirement, Bonus based on performance, Company parties, Dental insurance, Flexible schedule, Health insurance, Opportunity for advancement, Training & development, Vision insurance, Training, mentorship, and professional licensing support, Ongoing training and development programs, including sponsorship for advanced certifications, Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors, Flexibility to create a schedule that fits your lifestyle and goals, Performance incentives with no ceiling