Financial Planner Career Changer Opportunity

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful? At Northwestern Mutual – Greater Iowa City, we specialize in helping professionals from all walks of life make a successful transition into a purpose-driven career in financial planning. Whether you’ve built your career in education, healthcare, engineering, sports, or business, you’ve already developed the skills to succeed here.

We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and a $500,000 commitment to pediatric cancer research at the University of Iowa Children’s Hospital (UIHC). Our vision is to create the most financially secure communities in all of America, one person, one family, one business at a time. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at: 1303 5th Street, Coralville, IA 52241

A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Jessica Boyle-Roberts, Managing Director CLF®:

• Time with NM: 15 years with NM.
• Prior Experience: Came from a Cedar Rapids investment firm; joined NM after a friend from church recommended the opportunity, seeking a high-vision, high-growth company.
• Passionate About: Married with three boys, enjoys Peloton (previously taught cycling), and loves traveling to the Lake of the Ozarks.

Marc Pennington, Financial Advisor:

• Time with NM: Starting his 4th year with NM.
• Prior Experience: Spent 21 years in education—13 years as a teacher and coach, followed by 8 years as a middle school principal.
• Passionate About: Spending time with his wife, three kids, and dogs. Loves to travel, is a huge Hawkeye and Cubs fan, and enjoys working on his small hobby farm.

Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®:

• Time with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
• Prior Experience: Gained extensive experience as an advisor and business leader; recognized as New Advisor of the Year in 2014 and 2015.
• Passionate About: Family life with his wife and two young daughters. Enjoys golf, skiing, fishing, home projects, and is involved in community groups like No Foot Too Small and 100+ Men Who Care.

Evan Aisenbrey, Former Intern:

• Time with NM: How long with NM: 2 years, starting as an intern and now Financial Advisor
• Prior Experience: Co-founded Pi Lambda Phi fraternity at University of Iowa, Interned at a local Iowa City Bank (F&M Savings Bank), Member of HawkTrade Investment group at the University of Iowa
• Passionate About: Spending time with friends and family. Enjoys football, fishing, DIY projects, and community involvement.

About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Life, Accident, and Health License (will complete in initial onboarding).
• Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jessica Boyle-Roberts is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.