Financial Planner — Athletic Background

Job overview

The Financial Planner role is listed in Shelbyville, KY; the description also identifies offices in Louisville, KY, and does not specify a remote arrangement. Pay is $71,000–$89,000 per year. The role supports the Louisville Group of Northwestern Mutual and its work helping individuals and families plan for financial security. The planner learns clients’ financial needs and develops tailored strategies for protection and planning goals. Ongoing reviews of financial plans and insurance policies, along with relationship-building and referrals, help clients maintain plans as their circumstances change.

What you'll do

• Engage clients to understand comprehensive financial needs
• provide personalized guidance on financial protection and planning
• design and implement strategies to safeguard assets, income, and financial well-being
• review and update financial plans and insurance policies
• build a client network through referrals, community involvement, and professional associations
• obtain required state insurance licenses.

What we're looking for

Skills & competencies

financial planner

shelbyville ky

louisville group of northwestern mutual

$71,000–$89,000 per year

financial planning

insurance

client relationships

financial protection

referrals

athletic background

training and development

flexible schedule

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement
• performance-based bonus
• dental, health, and vision insurance
• flexible schedule
• advancement opportunities
• training and development
• mentorship
• marketing and planning-team support
• advanced certification sponsorship.

Why this role

Training and sponsorship for licensing are provided or considered. The posting describes performance-based incentives and unlimited earning potential, flexible scheduling, training and development, advanced certification support, planning-team resources, marketing support, and mentorship.

About the employer

Louisville Group of Northwestern Mutual is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.