Financial Planner with Athletic Background

Northwestern Mutual; Louisville (KY); On-site; USD 60,000 - 90,000; 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 is seeking a Financial Planner to engage with clients, assess their financial needs, and design tailored protection and planning strategies to secure their futures.

You will review plans, update insurance policies, and build a robust client network through referrals and community involvement while pursuing state licenses with company support.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Experience in insurance/financial services is beneficial but not mandatory.
• Must obtain state insurance licenses; training and sponsorship may be provided.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to protect assets, income, and long-term security.
• Review and update client financial plans and insurance policies as circumstances change.
• Cultivate a robust network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationships

Networking

Education

Bachelor's degree in finance or business

Job description

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Key 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.

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. We welcome individuals from business development‑oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Office Locations

• 140 Whittington Parkway, Louisville, KY 40299
• 400 E Market Street Louisville, KY 40202 Ste. 200

Flexible Work

Flexible work from home options available.