Impactful Financial Planner | Flexible Schedule & Growth

Northwestern Mutual; Louisville (KY); On-site; USD 60,000 - 95,000; 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 offers a Financial Planner role focused on helping individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

The role emphasizes licenses (as needed) and ongoing mentorship, with a strong support team and opportunities for income growth through performance incentives.

Qualifications

• Strong interpersonal and communication skills are essential.
• Analytical thinking helps tailor financial plans to client needs.
• Ability to build trust and rapport with clients is important.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor and update plans as circumstances change.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Northwestern Mutual in Louisville offers a Financial Planner role focused on helping individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

The role emphasizes licenses (as needed) and ongoing mentorship, with a strong support team and opportunities for income growth through performance incentives.