Client Advisor
Compensation
$70k – $95k /yr
Employment type
Full-time
Work setting
On-site
Location
Dubuque, IA
Schedule
Day shift
Posted
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Job overview
The Client Advisor role is an onsite position based in Dubuque, IA. The salary range is $70,000 to $95,000 per year, and this role supports the Northwestern Mutual of Northeast Iowa team. This role exists to engage with clients to understand their comprehensive financial needs and provide personalized guidance. The advisor will design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being.
What you'll do
- Engage with clients to understand their comprehensive financial needs.
- Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being.
- Regularly review and update clients' financial plans and insurance policies.
- Cultivate a robust network of clients through referrals, active community involvement, and professional associations.
What we're looking for
- Skills & competencies
- full-timeday shiftdubuque ianorthwestern mutual$70k-$95k/yrfinancebusiness developmentno on-callno traveltraining provided
- Work arrangement
- Weekend coverage required
Benefits & perks
- Retirement, Dental insurance, Flexible schedule, Health insurance, Opportunity for advancement, Training & development, Vision insurance
Why this role
Uncapped earnings potential, performance-based incentives, and extensive support from a dedicated planning team.
About the employer
Northwestern Mutual of Northeast Iowa is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 60e6bdca-e44e-4b74-9848-7e6f1d6957ef