Entry Level Financial Specialist

Join the winning team at Northwestern Mutual of the Greater Quad Cities District. Our thriving office is located : 1704 E 54th St, Davenport, IA 52807.

Quad Cities District Office Recent Accomplishments & Giving :

The Northwestern Mutual - Quad Cities District Office has received numerous accolades, including being recognized by Forbes in 2024 as Best in State Wealth Advisors for the Five Cities Financial Team.

In 2023, the office was voted the Coolest of the Cool workplace by the Corridor Business Journal. Individually, Ryan Curtis was named a top 100 intern for 2023-2024, and Tyler Kargl has been a multi-year award winner by "Locals Love Us, QC" as a top Financial Advisor and Life Insurance Agent.

The office also supports local charities, and recently delivered a $15,000 grant to Empower House QCA through Community.

Achievement and giving are ingrained in our DNA.

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.

Follow this link to view a Day In The Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

Meet some of our local leaders, the heartbeat of our business :

Tim Harrington

• Time with NM : Started as Growth and Development Director in 2021, transitioned to Managing Director after 9 months.
• Prior Experience : Managed a consulting business, with experience as a speaker, coach, and consultant. Passionate about leadership and developing others.
• Passions : Lives in Eldridge with his wife Lindsay and their six children. Volunteers for youth sports, enjoys family time, watching his kids compete, and traveling.

Tyler Kargl

• Title : Financial Advisor
• Time with NM : Started in 2015
• Prior Experience : Former supervisor at Best Buy, which helped him develop client management skills.
• Passions : Lives in Andalusia, IL, with his wife Kodi and their three children. Enjoys performing as a musical duo, attending kids’ activities, cheering on favorite sports teams, and vacationing.

Alanna Rumler

• Title : Growth & Development Director (GDD)
• Time with NM : Since May 2015
• Prior Experience : Joined through an internship program, now a Certified Financial Planner and Chartered Financial Consultant.
• Passions : Enjoys golfing, boating, and socializing with friends and family. Loves time with her husband Lane and their twin boys.

Board member of Lead(h)er.

Brooke Keck

• Title : Director of Recruiting
• Time with NM : Approaching 1 year
• Prior Experience : Worked in real estate sales and mortgage lending before transitioning to Talent Acquisition in 2022.
• Passions : Enjoys family time with her husband Matt and their 5-month-old son. Likes working out, home renovation projects, and long walks around Costco.

About the Financial Specialist Role :

As a Financial Specialist 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 in finance, business, or a related field is preferred.
• Experience : Previous experience in financial services, insurance 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.
• Impact : Make a lasting impact by guiding individuals and families in your community towards financial security and success.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Tim Harrington 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.