Wealth Manager with Military 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
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Northwestern Mutual - Quad Cities District is seeking to onboard a new client advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our office across the Greater Quad Cities District.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/
A Glance at Northwestern Mutual
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.
Our Unique Angle: Meticulous Training and Development
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.
MEET OUR LOCAL LEADERS, THE HEARTBEAT OF OUR SUCCESS:
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.
What our Team Values Most:
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
Qualities We Seek in a Candidate:
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- Achievers who celebrate accomplishments with a balanced and positive mindset.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Professionals dedicated to mastering their craft and excelling in their field.
- Savvy communicators who find joy in simplifying complex decisions for others.
- Emerging leaders and team players, equally adept at leading and collaborating.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Fearless individuals, unafraid of public setbacks as they embrace personal growth.
- Open-minded and receptive, eager to learn and be coached regardless of their experience level.
- Forward-thinkers who balance long-term vision with outstanding short-term performance.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Education and Licensing:
- Bachelor's Degree (preferred)
- State Insurance License or Willingness to Quickly Obtain
If these qualities describe you, then Northwestern Mutual - Quad Cities might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
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.
Compensation: $74,300.00 - $139,000.00 per year
About Northwestern Mutual (NM): When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
Click HERE to learn about a day in the life of a Northwestern Mutual Representative
About Northwestern Mutual - Quad Cities:
Awards and Milestones:
- Five Cities Financial Team:
- Network office recognized by Forbes in 2024 as "Best in State" Wealth Advisors.
- Corporate Recognition:
- Voted the "Coolest of the Cool" workplace by the Corridor Business Journal in 2023.
- Individual Achievements:
- Ryan Curtis named as a top 100 intern in 2023-2024.
- Tyler Kargl, a multi-year award winner by "Locals Love Us, QC" as a top Financial Advisor and Life Insurance Agent.
Charitable Contributions:
- Delivered a $15,000 grant to Empower House QCA, a local non-profit, through the Community Service Awards program with Northwestern Mutual.
- $500,000 commitment to support the University of Iowa Stead Family Children’s Hospital, specifically aiding the nurses, doctors, support teams, administrators, and volunteers on the 11th floor. This initiative is bolstered by an annual fundraiser called The Kinnick Derby, a Kentucky Derby-themed event held in Iowa City!
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.
Career Advantages: As a Northwestern Mutual financial advisor or representative at the Quad Cities office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K by their 10th year.
You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks.
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
- Get off to a fast start
- Grow your career in finance through distinct learning paths
- Pursue advanced professional certifications with financial support
Who We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core characteristics:
- Growth mindset
- High integrity/character
- Relationship builder/get their energy from people
- Loyalty/history of success
Next Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview.
Our thriving office is located: 1704 E 54th St, Davenport, IA 52807
(if you already have a resume on Indeed)
Or apply here.
Industry Leading Compensation
Training program offering new advisors the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers