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Wealth Consultant with Military Background
Northwestern Mutual - Greater Iowa CityIowa City, IA, US- Promoted
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American DriverIowa City, IA, USWealth Consultant with Military Background
Northwestern Mutual - Greater Iowa CityIowa City, IA, US- Full-time
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Greater Iowa City is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual : https : / / careers.northwesternmutual.com / field-careers / military /
Our growing district office is located : 1303 5th Street, Coralville, IA 52241
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, with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders :
Ben Frazier, Growth and Development Director :
- How long with NM : 4 years, starting as a Financial Advisor, now Growth and Development Director; Multicultural Leadership Program and Fastrac Academy graduate.
- Prior Experience : Former Medical Officer (Captain) in the Iowa Army National Guard, served 11 years with one combat deployment to the Middle East.
- Passionate About : Board member and mentor with Big Brothers Big Sisters, commissioner of the Cedar Rapids Veterans Memorial Building, real estate investor, amateur kickboxer, and music festival enthusiast.
- How long with NM : 15 years with NM.
- Prior Experience : Came from a Cedar Rapids investment firm; joined NM after a friend from church recommended the opportunity, seeking a high-vision, high-growth company.
- Passionate About : Married with three boys, enjoys Peloton (previously taught cycling), and loves traveling to the Lake of the Ozarks.
- How long with NM : Starting his 4th year with NM.
- Prior Experience : Spent 21 years in education—13 years as a teacher and coach, followed by 8 years as a middle school principal.
- Passionate About : Spending time with his wife, three kids, and dogs. Loves to travel, is a huge Hawkeye and Cubs fan, and enjoys working on his small hobby farm.
- How long with NM : Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
- Prior Experience : Gained extensive experience as an advisor and business leader; recognized as New Advisor of the Year in 2014 and 2015.
- Passionate About : Family life with his wife and two young daughters. Enjoys golf, skiing, fishing, home projects, and is involved in community groups like No Foot Too Small and 100+ Men Who Care.
- Client Assessment : Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Customized Solutions : Develop personalized insurance plans that align with clients' long-term financial strategies.
- Relationship Building : Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Product Knowledge : Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Compliance and Ethics : Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor. Benefits :
- Retirement
- Significant bonus opportunity commensurate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
- Associate Degree or Higher (preferred)
Jessica Boyle-Roberts, Managing Director clf® :
Marc Pennington, Financial Advisor :
Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP® :
Position Overview :
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include :
What Our Representatives Value :
Candidate Characteristics :
Education :
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jessica Boyle-Roberts is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.