Financial Planning Advisor - Flexible Schedule & Growth

Northwestern Mutual - Louisville; Shelbyville (KY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

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

You will build long-term client relationships, assess needs, and deliver personalized financial plans including investments, insurance, and retirement strategies. The role offers mentoring, training, and a flexible schedule within a supportive team.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services is beneficial but not required.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.

Responsibilities

• Engage clients to understand financial goals.
• Develop financial plans including investments, insurance, and retirement.
• Explain insurance options and investment strategies.
• Maintain client relationships and provide ongoing support.
• Grow a network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

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

You will build long-term client relationships, assess needs, and deliver personalized financial plans including investments, insurance, and retirement strategies. The role offers mentoring, training, and a flexible schedule within a supportive team.