Top 65 Client advisor Jobs in Dubuque, Ia

Client Advisor with Athletic Background
Northwestern Mutual of Northeast Iowa —Dubuque, IA
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Business Development
Hibu —Dubuque, IA
- Online Application
- Hybrid work
- Background check
- Mid-level
- Office
- Paid training
- Paid holidays
9d
Client Service Associate (On-site)
Wealth Enhancement Group —Dubuque, IA
- $42,500 - $637,500 a year
- Full-time
- Office
- Bachelor's degree
- Ability to sit for extended periods
- Profit sharing
- Paid parental leave
Insurance Agent - Dubuque, IA
COUNTRY Financial —Dubuque, IA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor Career Changer Opportunity
Northwestern Mutual of Northeast Iowa —Dubuque, IA
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor (Career Changers Encouraged to Apply)
Northwestern Mutual - Dubuque, IA —Dubuque, IA
- $40,000 - $200,000 a year
- Full-time
- Background check
- Hospitality
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Outside Sales Representative
True North Group LLC. —Dubuque, IA
- $60,000 - $100,000 a year
- Choose your own hours
- Presentation skills
- Bachelor's degree
- Entry level
- Flexible schedule
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2d
Administrative Associate
First Community Trust —Dubuque, IA
- $19.89 - $24.86 an hour
- Part-time
- Microsoft Excel
- Office
- Administrative experience
Quick Apply
Disability Representative
Sedgwick —Dubuque, IA
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Disability Representative Sr
Sedgwick —Dubuque, IA
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
Wealth Advisor
UMB Financial Corporation —Dubuque, IA
- $57,760 - $109,460 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate Wealth Advisor
First Community Trust —Dubuque, IA
- $56,500 - $70,750 a year
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Retirement Plan Support Specialist
UMB Financial Corporation —Dubuque, IA
- $57,760 - $109,460 a year
- Email
- Microsoft Excel
- Mid-level
- Finance
- Travel reimbursement
- Paid holidays
Account Manager
Cottingham & Butler —Dubuque, IA
- Full-time
- Sales
- No experience needed
- Office
- Profit sharing
- Health savings account
Quick Apply
Trust Officer
UMB Financial Corporation —Dubuque, IA
- $91,950 - $157,630 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Financial Planner with Ag Background
Northwestern Mutual of Northeast Iowa —Dubuque, IA
- $66,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Children
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Manager, Path to Partnership (4+ YRS EXP)
BAC Certified Public Accountants —Dyersville, IA
- $75,000 - $110,000 a year
- Email
- CPA
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
SEO & GEO Strategist
CSP Agency —United States
- $70,000 - $85,000 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- JavaScript
- Health insurance
- Dental insurance
Quick Apply
Experienced Chiller and HVAC Technician
Caldaia Controls, LLC —United States
- $65,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Driver's License
- Travel reimbursement
- Fuel card
Quick Apply
Registered Nurse-On-Site at US Embassy Moscow (Relocation Required)
MEC Energy Services, LLC —United States
- Full-time
- Background check
- Nursing
- RN License
Quick Apply

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client advisor jobs near dubuque, ia

Client Advisor with Athletic Background

Northwestern Mutual of Northeast Iowa
Dubuque, IA

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Job Details

Full-time
$70,000 - $95,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Customer relationship building

Full Job Description

Benefits:

Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Join the Winning Team at Northwestern Mutual of Northeast Iowa!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual of Northeast Iowa!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Meet some of our local team:

Matt Schulte - Managing Director:

How long with NM? Over 25 years, including 13 as Managing Director.
Prior Experience? Has worked with NM for most of his adult life, beyond college.
Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre \"fun farm.\"

Lexie Meyer - Financial Advisor:

How long with NM? Since April 2021.
Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
Passionate About? Spending time with her family, including her two young boys, husband, and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.

Dusty Jentz - Financial Advisor:

How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.

Jacob Kluesner - Financial Advisor:

How long with NM? Interned in August 2016 and became full-time in January 2018.
Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
Passionate About? Spending time with his family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping.

Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Quick Apply

Refine Your Search

client advisor jobs in dubuque, ia

Client Advisor with Athletic Background

Business Development

Client Service Associate (On-site)

Insurance Agent - Dubuque, IA

Financial Advisor Career Changer Opportunity

Financial Advisor (Career Changers Encouraged to Apply)

Outside Sales Representative

Administrative Associate

Disability Representative

Disability Representative Sr

Wealth Advisor

Associate Wealth Advisor

Retirement Plan Support Specialist

Account Manager

Trust Officer

Financial Planner with Ag Background

Tax Manager, Path to Partnership (4+ YRS EXP)

SEO & GEO Strategist

Experienced Chiller and HVAC Technician

Registered Nurse-On-Site at US Embassy Moscow (Relocation Required)

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