Entry Level Wealth Management and Insurance Financial Advisor (Sales Training & Mentorship Provided)

Northwestern Mutual offers an entry-level Wealth Management and Insurance Financial Advisor role designed to develop your expertise through comprehensive sales training and ongoing mentorship. This full-time position in Bettendorf, IA provides a hybrid work arrangement, a salary range of $55,000 to $125,000 per year, and meaningful opportunities for professional growth.

As a Financial Advisor, you will build lasting client relationships and deliver tailored insurance and wealth planning solutions to help individuals and businesses reach their financial goals.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance
• Professional development
• Income potential
• Support and mentorship
• Work-life balance
• Impact

Responsibilities

• Client consultations to understand goals, aspirations, and concerns
• Develop comprehensive financial plans covering investments, insurance, and retirement
• Recommend and implement insurance strategies to protect assets and income
• Monitor financial plans and provide updates, adjusting strategies as circumstances change
• Build and sustain a network of clients through referrals, community involvement, and professional associations

Requirements

• Bachelor's degree in finance, business, or a related field preferred
• Previous experience in financial services, insurance, or business development is beneficial but not required
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients
• Must obtain licenses such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available