Financial Planner: Flexible Schedule & Growth Opportunities

Northwestern Mutual - Louisville; Louisville (KY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Louisville seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build lasting client relationships, assess needs, and provide tailored strategies for protection, retirement, and wealth growth.

You will receive training and sponsorship for professional licenses, with a supportive planning team and mentorship, enabling flexible schedules and opportunities

Qualifications

• Bachelor's degree strongly preferred.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.

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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Northwestern Mutual in Louisville seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build lasting client relationships, assess needs, and provide tailored strategies for protection, retirement, and wealth growth.

You will receive training and sponsorship for professional licenses, with a supportive planning team and mentorship, enabling flexible schedules and opportunities