Financial Advisor 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 The Harrington District – Northwestern Mutual, we're driven by a mission to create the most financially secure communities, one person, one household, and one business at a time. We believe that making a meaningful impact extends beyond financial planning, which is why our team is committed to giving back through organizations like Alex's Lemonade Stand, Dress for Success – Quad Cities, and Empower House. We've also pledged $500,000 to the University of Iowa Stead Family Children's Hospital to support pediatric cancer research and nursing initiatives. If you're looking to build a rewarding career while making a lasting difference in the lives of clients and your community, you'll find purpose and opportunity here.

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: 4323 Ontario Dr, Bettendorf, IA 52722

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 Team:

Tim Harrington, Managing Director:

• Time with NM: Joined Northwestern Mutual in 2021 as a Growth and Development Director and transitioned to Managing Director after nine months.
• Previous experience: Owned and managed a consulting business, with experience as a speaker, coach, and consultant before joining Northwestern Mutual.
• Passionate about: Tim lives in Eldridge with his wife, Lindsay, and their six children. He enjoys volunteering for youth sports, spending quality time with his family, watching his kids compete, and traveling.

Scott Fischer, Financial Advisor & Growth and Development Director:

• Time with NM: Joined Northwestern Mutual in 2007 as an intern in one of the firm's Florida offices and now serves as both a Financial Advisor and Growth and Development Director.
• Previous experience: Earned a Bachelor of Science in Finance from Jacksonville University before beginning his career with Northwestern Mutual through the internship program.
• Passionate about: Scott and his wife, Krista, have four sons and recently moved back to their hometown of Sterling, Illinois, to be closer to family. Outside of work, he enjoys coaching his sons' sports teams, golfing, volunteering, attending church, and spending time with his family.

Alanna Rumler-Akre, Financial Advisor:

• Time with NM: 11 years.
• Previous experience: Began her career with Northwestern Mutual through the college internship program. She is now a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®).
• Passionate about: Alanna enjoys golfing, boating, and spending time with friends and family. She loves making memories with her husband, Lane, and their three boys, and previously served on the board of Lead(h)er.

Brooke Keck, Talent Acquisition:

• Time with NM: 3 years.
• Previous experience: Worked in real estate sales and mortgage lending before transitioning into Talent Acquisition with Northwestern Mutual in 2022.
• Passionate about: Brooke enjoys spending time with her husband, Matt, and their young son. Outside of work, she loves working out, tackling home renovation projects, and taking long walks around Costco. She also serves as Board President of Dress for Success Quad Cities and regularly volunteers with Lead(h)er.

About the Role: As a Financial Advisor 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: Bachelor's Degree is strongly preferred or military equivalent.
• 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. Tim Harrington is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.