Financial Planner: Flexible Schedule, Training & Growth

Northwestern Mutual; Shelbyville (KY); On-site; USD 60,000 - 120,000; 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 is seeking a Financial Planner to engage with clients, assess needs, and design comprehensive financial strategies that protect assets and secure futures. The role emphasizes building lasting relationships, ongoing plan reviews, and leveraging a strong support network, training, and sponsorship for licenses as part of a flexible, performance-driven career path.

Candidates with a business or finance background and excellent communication skills will fit well,

Qualifications

• We prefer candidates with a bachelor's degree in finance, business, or a related discipline.
• While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory.
• Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

Responsibilities

• As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
• You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.
• Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection.
• Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Skills

Interpersonal communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual in Louisville is seeking a Financial Planner to engage with clients, assess needs, and design comprehensive financial strategies that protect assets and secure futures. The role emphasizes building lasting relationships, ongoing plan reviews, and leveraging a strong support network, training, and sponsorship for licenses as part of a flexible, performance-driven career path.

Candidates with a business or finance background and excellent communication skills will fit well,