Financial Representative with Athletic Background
Northwestern Mutual of Northeast Iowa
Benefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual of Northeast Iowa! Are you an athlete at heart with a passion for teamwork and competition? Bring your competitive background to a dynamic career as a Financial Representative with Northwestern Mutual of Northeast Iowa! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local 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.\" 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, 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 family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Key Responsibilities: As a Financial Representative, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. #J-18808-Ljbffr Northwestern Mutual of Northeast Iowa
- ...powerful: to create the most financially secure communities in... ...the highest caliber advisors, with the ultimate goal of becoming... ...on a family farm, and was an athlete before transitioning to finance... .... About the Financial Representative Role As a Financial Representative...SuggestedFull timeSummer workWork at officeLocal areaVisa sponsorshipFlexible hours
- ...role: Wells Fargo is seeking a Financial Consultant in Wealth and... ...this role you will: Work with the Financial Advisor in providing... ...fitness and criminal background standards. A current credit report... ...Fargo requires you to directly represent your own experiences during the...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start
$69.92k - $109.46k
.... As a fiduciary, we deliver financial outcomes for our clients through... ...Wealth Advisor works closely with the Financial Planner,... ...that provides an equivalent background. Must have, or possess ability... ...compensation range on this listing represents UMB’s good faith and...SuggestedWork at officeLocal areaFlexible hours- Northwestern Mutual of Northeast Iowa is seeking a Financial Representative in Dubuque, IA. Bring your competitive, athlete mindset to a client‑facing advisory role that... ...You will build personalized plans, collaborate with a planning team, and leverage training and mentorship...SuggestedWork at officeFlexible hours
- ...College Enrollment Management Division, the financial aid counselor coordinates financial aid... ...forms of student financial aid, assists with award processing, disbursement,... ...deemed appropriate. This document does not represent a contract of employment, and the College...SuggestedContract workWork at office
- ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ...process, which includes a criminal background and credit check. Failure to meet or maintain...Temporary workRelocation package
- ...Responsibilities: Assess each client's goals and match them with the right loan and deposit products Cross-sell treasury... ...Qualifications: Bachelor's degree preferred Commercial lending background with direct client contact Confident communicator and...
$20 - $22 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ...for employment. U.S. Bank conducts background checks consistent with applicable local...Full timeTemporary workPart timeLocal areaRelocation package- Northwestern Mutual of Northeast Iowa seeks a motivated Financial Representative to join our local advisory team in Dubuque. You will help individuals and businesses achieve financial security through personalized insurance solutions and thoughtful financial planning....Local areaFlexible hours
- Loras College in Dubuque, IA invites applications for a Financial Aid Counselor within the Enrollment Management Division. The counselor... ...current on federal, state, and institutional aid, and assists with award processing, disbursement, compliance monitoring, and reporting...
- ...priorities at the center of every action. This hybrid position requires on-site presence Tue, Wed, and Thu and collaborates with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor, and Service Administrator to align wealth strategy with client objectives...
$38.92k - $57.24k
...interaction to identify needs and offer financial solutions to help customers secure their... ...solutions. You can also expect to work closely with UMB leaders, learning from their... ...posted compensation range on this listing represents UMB’s good faith and reasonable estimate...Local areaFlexible hoursAfternoon shift- UMB Financial Corporation is seeking a Personal Banker I in Dubuque, IA. You will build customer relationships, recommend financial solutions... ...have a HS diploma and at least 1 year of retail experience with strong communication and problem-solving skills. #J-18808-...
- ...National Bank is seeking a Client Service Associate to support financial advisors, manage client requests, and ensure efficient account... ...relationship management, operational support, and collaboration with internal departments to deliver timely, accurate service while...
- ...at DuTrac is to be a trusted partner withour members tomake a difference in their lives by working directly with each person to help themachievetheir financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our...
- ...clients on deposits and loans, and recommend solutions aligned with goals. The role emphasizes a digital-first mindset, proactive outreach... ...to serve clients with excellence. A strong foundation in customer service and financial products is essential. #J-18808-Ljbffr US Bank
$38.92k - $57.24k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How...Local areaFlexible hoursAfternoon shift- ...Remote opportunity for people who want more income potential and a real career track. You work with people who already asked for help understanding their financial-protection options. No cold calling strangers. What you will do • Speak with clients who requested...Remote jobFull timePart timeWork from homeFlexible hours
- ...Teller Service Associate A Dupaco Career is different. You'll work with an inclusive crew of caring, passionate, and fun-loving people and you'll join them in working together toward a higher purpose. When you get here, you'll know that your voice is valued and heard...Part time
- Stryten Energy is seeking a Financial Analyst for our Manchester, IA plant. You will support all manufacturing finance functions, validate P&L and balance sheet accuracy, and assist with monthly forecasts and capital planning. The role requires a Bachelor's in Accounting...
- Overview The Financial Analyst is a key member of the financial leadership team for the plant. Responsible for maintaining financial control... ...of capital expenditure requests (CERs) and actively work with the CER project managers to quantify acceptable levels of investment...Hourly payWork experience placementWork at officeFlexible hoursAfternoon shift
$19 per hour
...Headquartered in Long Island, New York, we're expanding rapidly with over 300 locations serving customers nationwide. From coast to... ...Assistance Program (EAP), Paid Holidays, Sick Leave, and Vacation.Financial Security: Profit Sharing/401(k) Plan.Discounts: Employee...Temporary workFlexible hours- ...Accounts Receivable Credit Analyst provides support to dealerships and accounting by performing the following duties personally or with administrative support. Contact customers with past due balances on their account. Research and solve payment discrepancies....
- ...purchasing policies, while supporting accurate financial records through reconciliations, fixed... ...activities, ensuring compliance with internal policies and budgetary constraints... ...Strong technical accounting and computer background. General ledger accounting experience/...Contract workWork at office
- UMB Financial Corporation is seeking Personal Bankers to build strong customer relationships, recommend and sell banking products, and provide... ...receive extensive product and sales training and work closely with leaders for mentorship. You will spend time converting routine...
$15 per hour
...relaxed culture, allowing you to connect with our valued customers daily. You'll enjoy... ...relationships and contribute to their financial success. You can get great benefits such... ...vital, as you will be the face of the bank, representing our commitment to service excellence....Full timeLocal areaMonday to FridayFlexible hours- ...environment! This onsite position offers you the opportunity to interact with customers daily, solve their banking problems, and be part of a... ...competitive pay, making this role not only rewarding but also financially attractive. Imagine the satisfaction of helping clients meet...Part timeLocal area
- ...smoothly. They support managers and employees with administrative coordination, data... ...with employees, managers, timekeepers, financial staff, and external contacts Review administrative... ...Must successfully complete the required background investigation Selective Service...Full timeCasual workWork at officeRemote workFlexible hours
- ...at DuTrac is to be a trusted partner withour members tomake a difference in their lives by working directly with each person to help themachievetheir financial goals. Our staff provides excellent service to our members andworks to build long term relationships to make...Full timeFlexible hoursDay shift
$20 - $25 per hour
...an integral part of our office team. The selected candidate will provide administrative support to our engineering staff and assist with the day-to-day operations of our office. This is a part-time position offering a flexible schedule and an opportunity to work in...Part timeWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative with Athletic Background. Be the first to apply!


