Financial Advisor
Job Description
Job Summary
We are seeking a dynamic and knowledgeable professional with an entrepreneurial mindset, strong values, a positive outlook, and solid self-confidence. Career changers are welcome. A Financial Advisor guides clients toward their financial goals through expert guidance and personalized strategies. In this role you will assess clients’ financial situations, develop comprehensive financial plans, and recommend suitable investment and wealth management solutions. Your energetic approach will build trust and motivate clients to take proactive steps toward securing their financial futures. This position offers the opportunity to make a meaningful impact by helping individuals and families optimize their financial health while growing expertise in a fast paced, client focused environment.
Position Summary
As a Financial Advisor with The Lowery Group you will establish and nurture client relationships, help clients clarify and pursue their financial goals, and deliver tailored plans using Northwestern Mutual’s planning resources. This is an entrepreneurial, client facing role with substantial training and advancement opportunities.
Key Responsibilities
- Build and expand a personal client base through referrals, networking, community involvement, and targeted outreach
- Lead client meetings to assess objectives and create comprehensive financial plans covering protection, investments, retirement, college planning, and business planning
- 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 CRM records 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
What 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 the 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
- Salary: $65,000.00 - $112,000.00 per year
- Location: Cape Girardeau, MO 63701; In person work location
How to Apply
Please submit your resume and a brief cover letter via Indeed. In your cover letter, share why you want to join Northwestern Mutual and The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis. Northwestern Mutual and The Lowery Group are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Questions about the role can be included in your application or directed to our office using the contact information posted on the Indeed listing.