Financial Advisor & Planner - Flexible Schedule & Growth

Northwestern Mutual; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual in Louisville, KY is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning.

The role emphasizes building long-term relationships, understanding clients' unique needs, and delivering tailored financial solutions with ongoing support, mentorship, and opportunities for income growth within a collaborative team.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, Series 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support with regular plan updates and strategy adjustments.
• Network to build a client base through referrals, community involvement, and associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Louisville, KY is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning.

The role emphasizes building long-term relationships, understanding clients' unique needs, and delivering tailored financial solutions with ongoing support, mentorship, and opportunities for income growth within a collaborative team.