Business Development & Financial Planning Associate

Job Description

Job Description

Full Training, Mentorship, and Licensing Sponsorship for Professionals Seeking a Career Change

Change your career while making an impact.

Your role will involve

· Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry.

· Building and nurturing meaningful connections in the community to foster strong referral networks, and grow your business.

· Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business.

· Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner.

Who We Are

At Northwestern Mutual – Kenwood, we are proud to be recognized as one of the top offices in the nation for both production and culture. Our success is rooted in a foundation of honor, respect, and an unwavering commitment to training and mentorship.  In this relationship-driven role, you'll receive a comprehensive, world-class training designed to teach you how to build a successful financial planning practice—even if you have no prior experience in sales or financial services. We focus first on finding high-character individuals who are driven, coachable, and passionate about helping others.

This role offers a meaningful entry point into Northwestern Mutual, a Fortune 500 company with a strong reputation for developing top talent. As you grow, you’ll have the opportunity to follow one of several career paths—including becoming a Wealth Management Advisor or stepping into leadership roles within the firm.

We believe great advisors come from all walks of life, and we’ve seen outstanding success from professionals with backgrounds in education and teaching, sales, communication, public relations, marketing, ministry, social work, coaching, real estate, hospitality, military service, and entrepreneurship.

We’re proud of what we’ve built—and we’re excited to grow it with individuals who bring integrity, strong people skills, and a growth mindset.

As a Financial Advisor:

· Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.

· Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.

· Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

· Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.

· Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.

Who Typically Thrives Here - Professionals from backgrounds such as:

· Sales

· Account Management

· Hospitality

· Education

· Coaching

· Healthcare

· Real Estate

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

Pay: $65,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45236

Purcell Financial is a team within Northwestern Mutual founded by a married couple that believes money can be a fun and uniting factor in relationships. The Northwestern Mutual Kenwood office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underrepresented.

Company Description

Purcell Financial is a team within Northwestern Mutual founded by a married couple that believes money can be a fun and uniting factor in relationships. The Northwestern Mutual Kenwood office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underrepresented.