Financial Advisor with Leadership Skills

Job Description

Job Description

Benefits:

• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Leadership Experience into a Career in Financial Services with Northwestern Mutual of Northeast Iowa!

Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey.

• Leverage Your Leadership Strengths: Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success.
• Build Meaningful Connections: Just as youve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions.
• See the Impact of Your Leadership: Youve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security.
• Unlock Unlimited Growth Potential: Unlike traditional leadership roles, your growth here isnt limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential.

Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001

Meet Our Team:

Matt Schulte - Managing Director:

• How long with NM? Over 25 years, including 13 as Managing Director.
• Prior Experience? Has worked with NM for most of his adult life, beyond college.
• Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."

Kinsey Meyer - Development Director:

• How long with NM? Over 6 years.
• Prior Experience? A graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment.
• Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships.

Lexie Meyer - Financial Advisor:

• How long with NM? Since April 2021.
• Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
• Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.

Dusty Jentz - Financial Advisor:

• How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
• Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
• Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.

Jacob Kluesner - Financial Advisor:

• How long with NM? Interned in August 2016 and became full-time in January 2018.
• Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
• Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars.

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.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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.
• 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. Matt Schulte is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.