Client Advisor

Job overview

The Client Advisor is an onsite, full-time role in Cedar Rapids, IA, with stated compensation of $72,000–$85,000 per year. The role is based in Northwestern Mutual’s Cedar Rapids office and supports individuals and families seeking financial security. The advisor assesses client goals and concerns, develops financial plans covering investments, insurance, and retirement, and updates strategies as circumstances change. The role also builds a client network through referrals, community involvement, and professional relationships; required licenses may be obtained with training and sponsorship available.

What you'll do

• Meet with clients to assess financial goals, aspirations, and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor and adjust plans as circumstances change
• build and maintain a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

client advisor

cedar rapids ia

northwestern mutual

financial planning

financial services

investments

insurance

retirement planning

client relationships

$72k–$85k per year

training and development

license sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, performance-based bonuses, dental and health insurance, vision insurance, flexible schedule, advancement opportunities, training and development, company-funded pension, and profit-sharing contributions.

Why this role

Bachelor’s degree and prior financial-services experience are preferred or beneficial but not required; training and sponsorship are available for required licenses.

About the employer

Northwestern Mutual - Cedar Rapids is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.