Job Summary
We are seeking a dynamic and knowledgeable individual with an entrepreneurial spirit, values oriented, a positive attitude, and a strong belief in themselves. Career changers welcome!
A FINANCIAL ADVISOR empowers clients in achieving their financial goals through expert guidance and personalized strategies. In this role, you will analyze clients’ financial situations, develop comprehensive financial plans, and recommend suitable investment and wealth management solutions. Your energetic approach will inspire confidence and motivate clients to take proactive steps toward securing their financial futures. This position offers an exciting opportunity to make a meaningful impact by helping individuals and families optimize their financial health while expanding your expertise in a fast-paced, client-focused environment.
Position Summary
As a Financial Advisor with The Lowery Group you will build and maintain client relationships, help clients clarify and pursue their financial goals, and deliver tailored plans using Northwestern Mutual’s products and planning resources. This is an entrepreneurial, client‑facing role with significant training and advancement opportunities.
Key Responsibilities
- Prospect, cultivate, and grow a personal client base through referral, networking, community engagement, and strategic outreach
- Conduct client meetings to assess goals and develop comprehensive financial plans (protection, investment, retirement, college planning, business planning, etc.)
- Present customized solutions and follow through on implementation with exceptional client service
- Coordinate with Northwestern Mutual resources and internal teams to deliver seamless service and holistic planning
- Maintain accurate records in CRM and ensure compliance with firm and regulatory requirements
- Pursue professional development, licensing, and certifications as supported by the firm
- Represent The Lowery Group at local events and community activities to grow our Cape Girardeau presence
Who We’re Looking For
- Motivated, entrepreneurial professional with a client‑service mindset
- 1+ years of client‑facing experience preferred (sales, financial services, insurance, or related roles)
- Strong interpersonal, presentation, and communication skills
- Goal‑oriented with a proven ability to build relationships and drive results
- Comfortable working in office during business hours and attending occasional after‑hours or weekend events
- Willingness and ability to obtain state insurance license(s) and FINRA registrations as required (Northwestern Mutual provides licensing support and training)
- Valid driver’s license
What We Offer
- Competitive compensation structure
- Comprehensive benefits including medical, dental, and vision options
- Retirement savings plan with employer match
- Paid time off and paid holidays
- Robust training, mentorship, and career development through Northwestern Mutual and The Lowery Group leadership
- Support for professional designations (CFP® and other certifications)
- A collaborative, high‑integrity team environment focused on long‑term client relationships
How to Apply
Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.
Northwestern Mutual — The Lowery Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Questions? If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.
Pay: $65,000.00 - $112,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Financial planning services
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person