Top 31 Financial planner 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
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
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
5d
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
Financial Advisor Career Path – Fast-Track to Leadership
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Advisor
UMB Financial Corporation —Dubuque, IA
- $57,760 - $109,460 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Insurance and Financial Services Position - State Farm Team Member
Lane Madsen - State Farm Agent —Dubuque, IA
- $40,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- 401(k) matching
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
Associate Wealth Advisor
First Community Trust —Dubuque, IA
- $56,500 - $70,750 a year
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
PWM Trust Managing Director
U.S. Bank National Association —Dubuque, IA
- $124,695 - $146,700 a year
- Full-time
- Office
- 8 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays

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Wealth Advisor
UMB Financial Corporation —Dubuque, IA
You possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
$57,760 - $109,460 a year
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and…
$87,400 - $123,400 a year

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10d

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Client Advisor with Athletic Background

Northwestern Mutual of Northeast Iowa
Dubuque, IA

Quick Apply

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

financial planner jobs in dubuque ia

Client Advisor with Athletic Background

Financial Advisor (Career Changers Encouraged to Apply)

Financial Advisor Career Changer Opportunity

Financial Planner with Ag Background

Financial Advisor Career Path – Fast-Track to Leadership

Wealth Advisor

Insurance and Financial Services Position - State Farm Team Member

Trust Officer

Associate Wealth Advisor

PWM Trust Managing Director

Wealth Solutions Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

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