What are the responsibilities and job description for the Financial Advisor Trainee Program position at Northwestern Mutual?
At Northwestern Mutual – Quad Cities, we're committed to helping individuals, families, and businesses achieve financial security. We're seeking someone eager to build a business that delivers meaningful impact through financial guidance and support.
In our development program, you’ll start to build your own financial planning practice, crafting tailored insurance and investment strategies to support your clients. Each day you'll start with a development or mentor meeting followed by daily outreach activities and 3-4 meetings with potential clients.
Why join us - personalized support, mentorship, and development:
Get Licensed: Start by obtaining your Life and Health Insurance license. In your first year, you’ll also take the Securities Industry Essentials (SIE), Series 6 and Series 63 exams. We’ll help you with the coursework while providing reimbursements for costs and bonuses upon completion.
Mentorship: Get off to a fast start with access to an in-office mentor who has successfully built their own financial planning practice and can provide guidance and support as you start to develop your own vision and execute your business plan.
Comprehensive Support: Leverage our competitive planning tools, technology, marketing and lead generation resources.
Income and Benefits: Take advantage of our initial income support, uncapped commission, bonuses, and renewals. We offer a fully company-funded retirement package and comprehensive medical, vision, and dental coverage, along with options for life and disability insurance.
What we’re looking for:
- Proven success or accomplishment in previous roles
- Strong relationship-building or client-facing experience
- Ability to work both independently, as well as part of a team
- Entrepreneurial, self-motivated, and goal-oriented
- Desire for continued learning and collaboration
- Strong communicator
- Leadership aspirations
Valued Experience:
- Athletics
- Teaching or Education Field
- Coaching Field (business, fitness, wellness, education)
- Communication Community Influencers Field (client facing, recruitment, etc.)
- Sales Marketing Field
- Real Estate Mortgage Lending Field
- Hospitality Field
- Business Management Field
- Finance Banking Field
We require:
- Legal authorization to work in the US without sponsorship
- Ability to commute and work in our Bettendorf, IA or Burlington, IA offices
- Reliable transportation
- Background checks are required
Benefits:
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance