Northwestern Mutual - Greater Iowa City
Financial Advisor with Healthcare Background
Full Time • Hybrid - US
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual – Greater Iowa City!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our growing district office is located at: 1303 5th Street, Coralville, IA 52241
Meet Our Local Leaders:
Jessica Boyle-Roberts, Managing Director CLF®:
- 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.
Marc Pennington, Financial Advisor:
- 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.
Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®:
- 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.
Evan Aisenbrey, Former Intern:
- Time with NM: How long with NM: 2 years, starting as an intern and now Financial Advisor
- Prior Experience: Co-founded Pi Lambda Phi fraternity at University of Iowa, Interned at a local Iowa City Bank (F&M Savings Bank), Member of HawkTrade Investment group at the University of Iowa
- Passionate About: Spending time with friends and family. Enjoys football, fishing, DIY projects, and community involvement.
About Us: We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alex’s Lemonade Stand Foundation and a $500,000 commitment to pediatric cancer research at the University of Iowa Children’s Hospital (UIHC). Our vision is to create the most financially secure communities in all of America, one person, one family, one business at a time. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, we’d love to meet with you!
Position Responsibilities:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
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 Managing Director of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $84,000.00 - $95,000.00 per year
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Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers