Business Systems Intern
Finance internship job in Cedar Rapids, IA
Are you looking for an opportunity to learn, grow, and develop as a young professional? How about working for a company recognized as one of USA Today's Top Workplaces? TrueNorth is looking for a Business Systems Analyst Intern to join our Technology Team . If you're looking to grow in areas such as project management, requirements management, and problem-solving, this might be the role for you! This role will support our Business Systems Analysts with the implementation of technology solutions and enhancements to drive improved client experience and operational efficiencies.
Our internship program is a 11-week paid program, running May 18 - July 31, 2026. This position will be fully on site in our Cedar Rapids, IA office.
As a Business Systems Analyst Intern, You Will:
Collaborate with colleagues, clients, carriers and vendors on business requirements and implementation of new tools, features and processes
Create and maintain documentation on requirements, processes, policies, application configuration and help related materials for end users
Implement enhancements to business applications; keep current on new features and functionality to create recommendations for process improvements, best practices and utilization of the systems
Assist with the implementation of projects and ensure successful outcomes by following Project Management processes and procedures while coordinating across teams and functional areas
Work with the business to assist with developing detailed User acceptance test cases and flows. Including devising test plans, creating test cases, establishing protocols and appropriate testing environments, and coordinating testing
Education, Experience, & Skills:
Must be of Junior or Senior status, currently pursuing a degree or certificate in Management Information Systems, Computer Science, Business or related field
Proficient in Microsoft Office, including Word, Excel, Outlook and basic PowerPoint functions
Prior internship or job experience
Experience with Microsoft Office, including Word, Excel, Outlook, and PowerPoint
The ability to work successfully in a fast paced, rapidly changing environment
Strong critical thinking and problem-solving skills
Strong attention to detail
Excellent interpersonal communication skills, both written and verbal
Ideal candidates will have a genuine interest in the insurance industry
We believe that People Will Determine Who Wins - therefore we invest in their future by providing personal and professional development opportunities.
Benefits & Opportunities as a TrueNorth Intern are:
Paid Internship, Paid Time Off, and Holiday Pay
Paid Housing
Personal & Professional Development Opportunities
Scholarship Opportunity
Paid Volunteer Time Off and Volunteer Opportunities
Executive Team Exposure
Company Social Events
Team Projects
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Join us!
Auto-ApplyInternship - Private Wealth Management (Cedar Rapids, IA Summer 2026)
Finance internship job in Cedar Rapids, IA
About the Role:
Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Cedar Rapids, IA office. We are seeking a student who can start in May 2026.
The Impact You'll Make:
Support various projects from Financial Advisors (i.e. review reports and conduct research)
Prepare for client meetings and presentations
Assist with financial planning and market research
Handle admin tasks, calls and basic client questions
Contribute to branch marketing initiatives
Process paperwork and documents
Perform other duties and project support as needed
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, business or related degree preferred
Anticipated graduation date of December 2026 or later
Interest in financial services and developing a career in private wealth management
Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
Prior experience in an office setting is preferred
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Financial Specialist Intern
Finance internship job in Muscatine, IA
At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our capabilities and redefining ‘impossible'. There are so many reasons to join us. If you're hungry to build a varied and meaningful career in a community of brilliant and diverse minds to make a real difference, there's only one choice.
Financial Specialist Intern
YOUR TASKS AND RESPONSIBILITIES
The primary responsibilities of this role are to:
Develop annual operating budget for the site;
Develop annual product cost rollups for product cost standards, accountable for accuracy, timeliness, and error resolution;
Analyze cost center spending and value flow (assessments) for consistency with the operational plan;
Develop periodic cost estimates; Accountable for account reconciliation and communicating significant impacts;
Collaborate with site leadership and operation teams to ensure drivers of financial impacts are understood;
Collaborate with project managers to ensure compliance with Capital versus Expense guidelines;
Conduct analysis and explain changes in individual product standards;
Develop monthly and quarterly forecasts for Crop Protection sites working with functional leaders;
Analyze and communicate actual performance against budget and forecast;
Develop analysis and provide written feedback to site controller for variation against budget and against forecast.
WHO YOU ARE
Bayer seeks an incumbent who possesses the following:
Required Qualifications:
Currently pursuing a Bachelors or Graduate Degree in Ag Business, Finance, Accounting, or related field;
Excellent ability to interact and communicate effectively at all levels and with individuals from various parts of the organization;
Motivated, self-starting individual with proven ability prioritize multiple projects and work effectively in a team environment;
Proficiency with Microsoft Office, particularly Excel;
Ability to commute daily to and from work location in Muscatine, IA;
Willingness to work in a chemical manufacturing environment.
Employees can expect to be paid a salary of approximately between $20.00 to $56.80. Additional compensation may include a bonus or commission (if relevant). Additional benefits include health care, vision, dental, retirement, PTO, sick leave, etc.. This salary (or salary range) is merely an estimate and may vary based on an applicant's location, market data/ranges, an applicant's skills and prior relevant experience, certain degrees and certifications, and other relevant factors.
YOUR APPLICATION
Bayer offers a wide variety of competitive compensation and benefits programs. If you meet the requirements of this unique opportunity, and want to impact our mission Science for a better life, we encourage you to apply now. Be part of something bigger. Be you. Be Bayer.
To all recruitment agencies: Bayer does not accept unsolicited third party resumes.
Bayer is an Equal Opportunity Employer/Disabled/Veterans
Bayer is committed to providing access and reasonable accommodations in its application process for individuals with disabilities and encourages applicants with disabilities to request any needed accommodation(s) using the contact information below.
Bayer is an E-Verify Employer.
Location:
United States : Iowa : Muscatine
Division:
Crop Science
Reference Code:
849767
Contact Us
Email:
hrop_*************
Easy ApplyIntern - Business Strategy
Finance internship job in Cedar Rapids, IA
The Business Strategy intern position will be supporting ITC Midwest's strategic growth during the course of their program. The position will be engaging and dynamic affording the intern a close view of how our business unit strategies are developed and enacted. Also provides an education on energy policy, communication, and collaborative relationship management. Areas of focus for this role will be:
Support activities, events, and strategies toward execution of business unit goals:
Assist in the development of messaging plans, creating communications materials, and implementing communications plans and tactics
Creation and execution of public strategies and community support efforts related to major company investments and infrastructure projects
Support local, state, and federal governmental and community outreach activities including, but not limited to stakeholder visits, charitable giving plans, and community events
Support and participate in outreach to utility and retail customers, as well as other stakeholders to share company information and updates
Participate in the planning and execution of local employee events and gatherings
Research, analysis, and preparation of reports and presentations related to execution of business unit strategies
Attends hearing and open meetings to garner information and intelligence on the energy landscape
The candidate will have opportunities in various areas of focus while helping shape ITC Midwest's external environment:
Regulatory
Legislative
Local Governments
Non-Profit Collaboration
Customers and other key stakeholders
JOB REQUIREMENTS
Ability to travel to locations in Iowa as needed.
Proficiency with the Microsoft Office Suite of projects.
Political science, Engineering, Economics or Business degree track at a 4 year university.
Ability to take direction and action quickly.
Ability to work both independently but also with teams.
Ability to demonstrate and excel in Quality, Innovation, Performance, Collaboration, Courage and Integrity in a cross-matrix team environment.
This program is a 12 week program during the summer, with 40 hour work weeks.
Applicants must be authorized to work in the United States for any employer. ITC does not sponsor employment visas, such as H-1B or TN visas.
Auto-ApplyFinancial Advisor - Eastern Iowa/Cedar Rapids/Quad Cities
Finance internship job in Iowa City, IA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance internship job in Marion, IA
Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Connect with members and prospective clients via telephone calls and in person.
Analyze data collected from members in order to develop a financial plan that meets the member's specific needs.
Conduct annual reviews with each client.
Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members.
Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
Records all sales, transactions, and pertinent conversations are documented.
Keep prospectus and sales literature stocked and current.
Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
Maintain member files.
Oversee signature guarantee program and maintain logs.
Maintain Investment Department website.
Ensure the Investment Department is in compliance with FINRA.
Maintain advertising and complaint files as required by the FINRA.
Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
Complete continuing education to maintain licenses.
Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
Promote and exemplify Via CU' s commitment to members through great service.
Interface with other departments as needed.
Build strong relationships with all members, staff, and prospective members.
Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.
Position Requirements and Qualifications:
Education: High School Diploma or equivalent required; bachelor's degree preferred
Experience:
2 or more years of sales experience in the financial services industry, preferably in a bank or credit union.
Technical knowledge about various insurance and investment vehicles with regards to tax implications
Knowledge of Social Security, Medicare, and Medicaid
Computer Skills:
Word and Excel
Computer literate
Certifications & Licenses:
FINRA Series 7, 63/65 (or 66) securities licenses (or better)
Life and Health Insurance licenses
License in long term care and P & C preferred
Clean U-4 and Background
Certified Financial Planner (CFP) designation preferred
Valid driver's license, must be insurable
Expectations:
Demonstrate and consistently model the Via CU brand based on the mission, vision, and values.
Demonstrate honesty and integrity and be seen as credible in the workplace.
Accept responsibility and be accountable for your actions.
Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters.
Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
The ability to formulate sound decisions using the available information.
Act as a role model within and outside of the department.
Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
Excellent organizational skills and initiative to improve processes.
Communicate regularly with department head about issues.
Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day)
Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs.
Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs.
Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less
Not Applicable: Crawl, Climb
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
EOE
** Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit ****************
CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Auto-ApplyEntry Level Financial Consultant
Finance internship job in Iowa City, IA
Part-Time Financial Services Internship with Career Growth Potential
Are you looking to gain valuable experience in the financial industry while pursuing other interests? Our part-time internship offers a flexible opportunity to develop your skills, gain hands-on experience, and set yourself up for a full-time career in financial services.
What You'll Gain:
Practical experience in client engagement, financial planning, and market research.
Training and mentorship from experienced professionals in the field.
Exposure to a variety of financial services and strategies.
The potential to transition into a full-time role as you progress in your training.
What We're Looking For:
Self-motivated, goal-oriented individuals with a desire to learn and grow.
Strong communication skills and the ability to build relationships.
A proactive attitude and willingness to take on new challenges.
An interest in helping others achieve financial security.
Why This Internship is Ideal:
Flexible, part-time schedule to accommodate your other commitments.
Direct exposure to real-world financial services work.
Mentorship and professional development opportunities.
A clear pathway to a full-time career as you gain experience and skills.
This part-time internship is a perfect way to explore a rewarding career in the financial industry while balancing other priorities. Apply now and start building your future!
Location: Flexible options, including in-office and hybrid roles
Duration: Part-time with potential for full-time advancement.
Seasonal Farm Internship - Midwest Organic Center
Finance internship job in Marion, IA
The Seasonal Farm Intern will assist in implementing farm activities that enable all research, education, communication, development, and production projects. The seasonal worker will work directly with the Farm Manager and Research Director in a wide range of farm, landscaping, and research activities including but not limited to greenhouse works, establishing research plots, irrigation, mowing, hand weeding, collecting and processing soil and plant samples, and recording applicable data based on project requirements.
Desired Qualifications:
High School Diploma (required)
Experience in manual labor, agriculture, or landscaping
Experience collecting/recording research data
Ability to maintain organized activity logs
Positive, motivated, professional attitude
Attention to detail and ability to accurately record data
Ability to collect soil and plant samples
Flexible schedule as farm work can be unpredictable
Works well in both a teamwork-oriented environment and alone
Able and willing to work in any weather
Essential Duties & Responsibilities:
Coordinate with Farm Manager and Research Director to execute day-to-day tasks
Maintain a clean, organized work area
Maintain, organize, and clean the equipment and storage areas
Conduct field and greenhouse activities (establishing research plots, cultivating, planting, harvesting, weeding, watering, seeding, dead-heading, spraying, pruning, trellising, soil and plant sampling)
Assist with livestock handling and maintaining livestock infrastructure
Assist in planting and maintaining pollinator habitats
Mowing, trimming fence lines, and any other landscaping tasks as requested.
Must be comfortable utilizing hand tools and operating landscaping equipment such as mowers and weed whackers
Assist Farm Manager and Research Director in execution of research plans
Assist in event setup and clean ups
Other duties and tasks as assigned by the research director and farm manager
Schedule:
The timeframe for this 2026 internship is May - November
Flexible to accommodate 20-40 hours per week
Weekly schedule to be determined at time of hire
Other Expectations:
Individuals must be committed to the farm's success, and in turn, the farm will be committed to the individual's success.
To be trustful and respectful to all staff and visitors.
All qualified applicants will receive consideration for employment without regard to race, color, religious creed, ancestry, national origin, age, sex, sexual orientation, sexual identity or handicap.
Auto-ApplyFinancial Advisor
Finance internship job in Cedar Rapids, IA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyManagement Internship
Finance internship job in Marion, IA
Part-Time Make BIG Money at Menards! * Extra $3 per hour on Sat/Sun * Store Discount * Profit Sharing * Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! * Flexible Scheduling * Dental Plan * On-the-job training Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available!
Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management.
As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future!
This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience.
Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!
Experienced Financial Advisor
Finance internship job in Hiawatha, IA
Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Auto-ApplyFinancial Representative Career Changer
Finance internship job in Cedar Rapids, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.
Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Matthew Henson - Financial Advisor:
How long with NM? Matthew has been with NM for 6 years.
Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security.
Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends.
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, 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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
MESH (Mental, Emotional and Social Health) Coordinator Seasonal Summer Girl Scout Camp - Internship
Finance internship job in New Liberty, IA
Job Description
INTERNSHIP OPPORTUNITIES AVAILABLE IF INTERESTED
The MESH Coordinator is responsible for the mental, emotional, and social health of campers. This role involves fostering a supportive, inclusive and nurturing camp environment by providing guidance, education and interventions related to mental health and well-being. The MESH Coordinator collaborates closely with camp leadership, counselors and staff to promote resilience, manage challenges and ensure that everyone at camp feels valued and supported. .
Are you passionate about shaping young girls lives? Do you love helping others?! Do you want to make the world a better place? If you are looking for a role where you can make a difference, work as part of a team, and be outdoors we want you to join us! Camp runs from June 13 through August 2, 2024.
Sales and Business Development Intern
Finance internship job in Cedar Rapids, IA
Are you looking for an opportunity to learn, grow, and develop as a young professional? How about working for a company recognized as one of USA Today's Top Workplaces?
TrueNorth is looking for a Sales and Business Development Intern to join our team. If you're looking to grow in areas such as sales process, client engagement, relationship building and reporting, this is the role for you! The business development intern will Collaborate with our sales and service teams to interact with clients, understand their needs, and contribute to providing tailored insurance solutions TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart!
Our internship program is a 11-week paid program, running May - August 2026. This position will be fully on site in our Cedar Rapids, IA office.
As a Business Development Intern, You Will:
See different aspects of the company - Rotating through Transportation, Risk Management, and Employee Benefits
Collaborate with our sales and service teams to interact with clients, understand their needs, and contribute to providing tailored insurance solutions
Meet project deadlines as set between you and your Leader
Organize time in advance so all work and projects are completed on time and with appropriate content and organization
Maintain confidentiality of client and company information
Build and maintain strong relationships with internal teams and internship class
Gain hands-on experience in managing policies, endorsements, renewals, and assisting in claims processing
Make outbound calls from supplied call lists
Aid in the preparation of all-division meetings and trainings
Actively engage in workshops and training sessions to enhance your skills and industry knowledge
Assist in maintaining accurate client records, policy documentation, and other critical data.
Contribute to market analysis and research projects, providing valuable insights for informed decision-making
Prepare reports and presentations to communicate project updates, findings, and recommendations to internal stakeholders around data pulled from our systems
Perform other duties as assigned
Education, Experience, & Skills:
Must be of Freshman or Sophomore status, currently pursuing education in business, marketing, finance, risk management or insurance related field is preferred
Familiarity in Microsoft Office Suite; specifically, Excel
Ideal candidate will have a genuine interest in the insurance industry
Must be comfortable with technology, including Zoom and Outlook We believe that People Will Determine Who Wins - therefore we invest in their future by providing personal and professional development opportunities.
Benefits & Opportunities as a TrueNorth Intern are:
Paid Internship, Paid Time Off, and Holiday Pay
Personal & Professional Development Opportunities
Scholarship Opportunity
Paid Volunteer Time Off and Volunteer Opportunities
Executive Team Exposure
Company Social Events
Team Projects
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Join us!
Auto-ApplyFinancial Advisor - Eastern Iowa/Cedar Rapids/Quad Cities
Finance internship job in Cedar Rapids, IA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance internship job in Coralville, IA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyExperienced Financial Advisor
Finance internship job in Hiawatha, IA
Job Description
Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
MESH (Mental, Emotional and Social Health) Coordinator Seasonal 2026 Summer Girl Scout Camp - Internship Option Available
Finance internship job in New Liberty, IA
INTERNSHIP OPPORTUNITIES AVAILABLE IF INTERESTED
The MESH Coordinator is responsible for the mental, emotional, and social health of campers. This role involves fostering a supportive, inclusive and nurturing camp environment by providing guidance, education and interventions related to mental health and well-being. The MESH Coordinator collaborates closely with camp leadership, counselors and staff to promote resilience, manage challenges and ensure that everyone at camp feels valued and supported. .
Are you passionate about shaping young girls lives? Do you love helping others?! Do you want to make the world a better place? If you are looking for a role where you can make a difference, work as part of a team, and be outdoors we want you to join us! Camp runs from June 13 through August 2, 2024.
Financial Consultant with Military Background
Finance internship job in Washington, IA
Job DescriptionBenefits:
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? Northwestern Mutual of Greater Iowa City is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.
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:
**************************************************************
Our growing district office is located: 1303 5th Street, Coralville, IA 52241
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders:
Ben Frazier, Growth and Development Director:
How long with NM: 4 years, starting as a Financial Advisor, now Growth and Development Director; Multicultural Leadership Program and Fastrac Academy graduate.
Prior Experience: Former Medical Officer (Captain) in the Iowa Army National Guard, served 11 years with one combat deployment to the Middle East.
Passionate About: Board member and mentor with Big Brothers Big Sisters, commissioner of the Cedar Rapids Veterans Memorial Building, real estate investor, amateur kickboxer, and music festival enthusiast.
Jessica Boyle-Roberts, Managing Director CLF:
How long with NM: 15 years with NM.
Prior Experience: Came from a Cedar Rapids investment firm; joined NM after a friend from church recommended the opportunity, seeking a high-vision, high-growth company.
Passionate About: Married with three boys, enjoys Peloton (previously taught cycling), and loves traveling to the Lake of the Ozarks.
Marc Pennington, Financial Advisor:
How long with NM: Starting his 4th year with NM.
Prior Experience: Spent 21 years in education13 years as a teacher and coach, followed by 8 years as a middle school principal.
Passionate About: Spending time with his wife, three kids, and dogs. Loves to travel, is a huge Hawkeye and Cubs fan, and enjoys working on his small hobby farm.
Garrett Brander, Wealth Management Advisor CFP, ChFC, RICP, WMCP:
How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
Prior Experience: Gained extensive experience as an advisor and business leader; recognized as New Advisor of the Year in 2014 and 2015.
Passionate About: Family life with his wife and two young daughters. Enjoys golf, skiing, fishing, home projects, and is involved in community groups like No Foot Too Small and 100+ Men Who Care.
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
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.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
Strong Earnings Potential: Combining first year income and unlimited upside.
Significant bonus opportunity commensurate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Associate Degree or Higher (preferred)
If these qualities describe you, then our office 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.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
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. Jessica Boyle-Roberts 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.
Entry Level Financial Advisor
Finance internship job in Hiawatha, IA
Job Description
Must live in the state of Iowa.
As a Financial Advisor at New York Life, you will step into a client's life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide your clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone's life.
This is a sales role that includes a salary plus commission, quarterly, and yearly bonuses as well as full benefits for yourself and your family members.
In this role, you will participate in a comprehensive three-year training program that includes marketing support, prospecting guidance, and technical assistance. Our programs give you the opportunity to collaborate with highly successful, established agents and managers who will help you build and grow your clientele. As a Fortune 100 company, New York Life provides the resources and ongoing support you need to succeed.
Responsibilities:
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Educate clients on how to plan for their future financially if the event of unfortunate life circumstances occur
Help clients implement financial recommendations such as life insurance, saving plans, mutual funds and other financial products
Networking and building your personal book of business through establishing professional networks and prospecting for new clients
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
Leverage marketing and social media tools to identify, pursue an secure new clients who can benefit from having a trusted financial service professional
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow and financial expectations
Training/Resource Benefits:
Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to a successful career
Support from corporate development managers and product consultants to assist you
Access to state-of-the-art marketing support
Qualifications:
Must live in the state of Iowa
Do you consider yourself to have these qualities?
Sales knowledge
Strong communication skills and ability to talk to anyone easily
A great mindset
Enjoy engaging in your community and networking
Self-starter and eager to learn new things
If so, apply for a rewarding career as an Entry-Level Financial Advisor at New York Life Des Moines' general office. We'd love to talk with you.
Compensation:
$40,000 - $70,000 yearly
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
New York Life sold its first life insurance policy in Iowa in 1850, one year after Des Moines was incorporated as a town and less than four years after Iowa entered the Union as the 29th state. Here in the Iowa General Office, we provide insurance, investment and retirement solutions, along with expert guidance to help clients achieve lifelong financial well-being.