Financial Advisor – Career Changer Opportunity

Job overview

The Financial Advisor – Career Changer Opportunity is an onsite, full-time position in Dubuque, IA, with a listed salary range of $75,000–$85,000 per year. Northwestern Mutual of Northeast Iowa’s mission is to help build financially secure communities, one person, family, and business at a time. The advisor builds client relationships and helps individuals and businesses pursue financial goals through personalized financial planning and insurance solutions. The role includes understanding client needs, developing plans, recommending protection strategies, and reviewing plans over time as circumstances change.

What you'll do

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

What we're looking for

Skills & competencies

financial advisor

career changer

full-time

dubuque ia

northwestern mutual

financial planning

insurance solutions

client relationships

$75k–$85k

training and development

mentorship

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, dental and health insurance, vision insurance, flexible schedule, advancement opportunities, training and development, mentorship, and licensing support.

Why this role

The posting welcomes career changers and offers training, mentorship, and professional licensing support, including sponsorship for required licenses. A bachelor’s degree is strongly preferred or military equivalent; prior financial services experience is beneficial but not required.

About the employer

Northwestern Mutual of Northeast Iowa is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.