Financial Advisor | Flexible Schedule & Growth

Northwestern Mutual - Louisville; Shelbyville (KY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

Income potential

Support and mentorship

Work-life balance

Impact

Job summary

Northwestern Mutual – Louisville is seeking a Financial Representative to help individuals and businesses achieve their financial goals through tailored insurance and planning solutions.

You will build lasting client relationships, design personalized plans, and coordinate with a planning team to deliver consistent guidance and support, while pursuing licenses and continual professional growth in a supportive environment.

Qualifications

• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Experience in financial services or business development is beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree

Job description

Northwestern Mutual – Louisville is seeking a Financial Representative to help individuals and businesses achieve their financial goals through tailored insurance and planning solutions.

You will build lasting client relationships, design personalized plans, and coordinate with a planning team to deliver consistent guidance and support, while pursuing licenses and continual professional growth in a supportive environment.