Financial Planner

Northwestern Mutual

Financial Planner helping individuals and businesses create financial plans tailored to their needs at Northwestern Mutual. Building long-term client relationships and providing ongoing support is essential.

Posted 6/2/2026full-timeCoralville • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

A bachelor's degree is preferred.
Previous experience in financial services, insurance, or business development is beneficial but not required.
Strong interpersonal and communication skills.
Analytical thinking.
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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesinsurance strategiesretirement planning

Soft Skills

interpersonal skillscommunication skillsanalytical thinkingtrust buildingrapport building

Certifications