Client Advisor

Northwestern Mutual

Client Advisor role at Northwestern Mutual focusing on financial protection and planning, leveraging team collaboration and sports background. Engaging clients to cultivate lasting financial strategies.

Posted 7/7/2026full-timeCoralville • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Engage with clients to understand their comprehensive financial needs
Provide personalized guidance to help them achieve financial protection and planning goals
Design and implement tailored strategies to safeguard clients' assets, income, and overall financial well-being
Regularly review and update clients' financial plans and insurance policies
Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Requirements

What you’ll need

Preferred candidates with an associate degree or higher
Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Experience in insurance, financial services, or business development is beneficial but not mandatory

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial AnalysisAsset Protection StrategiesInsurance Policy ReviewClient Needs Assessment

Soft Skills

Interpersonal SkillsCommunication AbilitiesRelationship Building

Certifications

Associate Degree or Higher