Financial Representative

Kevin Watters Financial Planning & Wealth Management; Kentucky; On-site; USD 70,000 - 260,000; Full time

Benefits offered by this job

Licensing support

Company-funded retirement plan

Medical, vision & dental plans

Parental benefits

Job summary

Northwestern Mutual in Kentucky invites aspiring financial advisors to start a practice and help clients reach their goals through comprehensive financial planning. You begin focused on client-building and licensing, backed by award-winning training and mentorship to develop a successful planning practice.

On this path you gain licensing support and a performance-based compensation model, with opportunities to grow your own business and tailor your workday around your life while serving the

Qualifications

• Bachelor’s degree required or preferred.
• Entrepreneurial ambitions to own a business.
• History of relationship-building or client-facing success.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking abilities.
• Excellent communicator.

Responsibilities

• Grow client base through connections and a strong referral network.
• Build personalized, holistic financial plans for clients.
• Manage client plans to help achieve financial goals.
• Support clients through life stages with ongoing guidance.

Skills

Communication skills

Sales experience

Work ethic

Education

Bachelor’s degree

Job description

Job Description

We are seeking people with strong communication skills, ideally sales experience, and a strong work ethic. We do not require prior financial experience or licensing. We pay for you to obtain your licensing as you're getting started. We provide an unmatched training and mentorship program along with a long-term development and growth plan. The majority of our new representatives/advisors join without prior financial planning experience, but our average advisors are 4x more productive than industry average.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

Performance-based earnings and revenue:

• Average advisor earnings in their first year rages from $70K-$170K
• Top 25% advisor first year earnings of $140K-$260K
• Average advisor in our local office that has been in the business over 5 years: over $390k
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Certified Financial Planner® licensing support2
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client‑facing roles
• Excellent time‑management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• St