Top 17 Entry level financial advisor Jobs in Cedar Rapids Ia

Sales Representative Entry Level
Northwestern Mutual - Cedar Rapids —Cedar Rapids, IA
- $61,000 - $87,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
8d
Wealth Management Trainee (IA)
Bankers Life —Cedar Rapids, IA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry-Level Financial Advisor
New York Life Iowa General Office —Cedar Rapids, IA
- $65,000 a year
- Full-time
- Office
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate
Hills Bank —Marion, IA
- Full-time
- Data analysis skills
- Office
- Business development
Quick Apply
Financial Advisor
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
9d
Relationship Banker - Iowa Market - Cedar Rapids, IA
JPMorganChase —Cedar Rapids, IA
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
2d
Investment Advisor Representative
Iowa Retirement Benefits & Solutions —Cedar Rapids, IA
- $60,000 - $90,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
Quick Apply

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Wealth Management Trainee (IA)
Bankers Life —Cedar Rapids, IA
Note: Applicants must reside in the state of position to be considered. Continuous support with tech tools, marketing leads, and team collaboration.
$50,000 - $80,000 a year
Quick Apply

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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Sales Representative Entry Level

Northwestern Mutual - Cedar Rapids
Cedar Rapids, IA

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Job Details

Full-time
$61,000 - $87,000 a year
8 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Insurance needs analysis
Managing investments
Financial sales
Referral-based lead generation
Sales referrals
Community networking activities
Business development
Bachelor's degree
Investment client management
Financial goal setting advisory services
Insurance planning
Client referrals
Certified Underwriter
Insurance sales
Relationship building in financial sales
Retirement planning advisory services
Communication skills
Entry level
Under 1 year

Full Job Description

Benefits:

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

At Northwestern Mutual Cedar Rapids, we are committed to building the most financially secure communities in America, one person, one family, and one business at a time. Recognized as one of CBJ’s Coolest Places to Work and honored with the Training APEX Award, Forbes: Best Employers for New Grads, and WayUp: Top 100 Internships, our office combines industry-leading training with a culture of growth and inclusion. From our Leadership Development Program and Women’s Affinity Summit to our Diversity, Equity & Inclusion committee (IMPOWER), we foster an environment where everyone has the tools and support to succeed. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local events that make a lasting impact.

Our thriving office is located at: 401 1st St SE Suite 401 Cedar Rapids IA 52401

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 - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Local Team:

Kalvin Grabau Keele, CHFC, CLU, RICP – Managing Partner/Wealth Management Advisor:

Time with NM: 20 years.
Prior Experience: Kalvin began his career with Northwestern Mutual as a college intern and has been with the firm ever since, growing into leadership and advanced planning roles over nearly two decades.
Passionate About: Kalvin values faith, family, and fun. He enjoys sports, reading, and writing, and finds fulfillment in staying active and spending time with loved ones.

Ben Frazier – District Director:

Time with NM: 5 years.
Prior Experience: Ben served as a Medical Officer in the Army National Guard before transitioning into financial services.
Passionate About: Ben loves animals, music festivals, and traveling overseas. He also enjoys kickboxing and is passionate about giving back to his community.

Kate Berry – Financial Advisor:

Time with NM: 2 years.
Prior Experience: Kate attended law school and was planning to become a lawyer before discovering her career path with Northwestern Mutual.
Passionate About: Kate spends much of her time on the farm and is a devoted animal lover, especially of cattle, horses, and dogs. She enjoys DIY projects, scrapbooking, hunting, and fishing. Faith is central to her life—she dedicates time to studying the Bible, has participated in many mission trips, and volunteers as a coach for Upwards Sports, teaching kids about Christ through athletics.

Kyle Reeve – Financial Advisor:

Time with NM: 3 years.
Prior Experience: Kyle worked in public education for 15 years, serving as both a teacher and a school principal.
Passionate About: Kyle enjoys spending time with his family, especially his two young boys who keep him active with their activities. His family is involved in their church and loves time together on the golf course and at their family’s cabin.

About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

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

Qualifications:

Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kalvin Grabau Keele is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Quick Apply

Refine Your Search

entry level financial advisor jobs in cedar rapids ia

Sales Representative Entry Level

Wealth Management Trainee (IA)

Entry-Level Financial Advisor

Wealth Management Associate

Financial Advisor

Relationship Banker - Iowa Market - Cedar Rapids, IA

Investment Advisor Representative

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