Client Advisor with Athletic Background

Job overview

The Client Advisor with Athletic Background role is onsite in Dubuque, IA. Compensation is $70,000–$95,000 per year. Northwestern Mutual of Northeast Iowa supports clients with financial protection and planning guidance. The role helps clients understand their financial needs and develop personalized strategies for protection and long-term security. It also involves reviewing plans and insurance policies as circumstances change and building a client network through referrals, community involvement, and professional associations.

What you'll do

• Engage clients to understand comprehensive financial needs
• provide personalized financial guidance
• design and implement strategies for protecting assets, income, and financial well-being
• review and update financial plans and insurance policies
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

client advisor

financial advisor

dubuque ia

northwestern mutual

financial planning

insurance

client relationships

financial protection

athletic background

training and development

$70k–$95k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement, dental insurance, flexible schedule, health insurance, advancement opportunities, training and development, and vision insurance.

Why this role

State insurance licenses are required; training is provided and sponsorship is considered. A bachelor’s degree in finance, business, or a related discipline is preferred, while prior insurance or financial-services experience is beneficial but not mandatory.

About the employer

Northwestern Mutual of Northeast Iowa is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.