Financial Advisor

Build a Career in Financial Services — No Previous Financial Experience Required

We’re looking for motivated professionals who have built strong relationship, communication, business development, or leadership skills in other industries and are ready to apply those strengths to a new career.

Previous financial services experience is not required. We provide training, mentorship, professional development, and support throughout the licensing process.

Your role will involve

• Receiving comprehensive training, personalized coaching, mentorship, and resources to help you successfully transition into a new industry.

• Building and nurturing meaningful relationships within the community while developing a strong professional network

• Meeting with individuals and families to understand their goals and helping develop personalized financial strategies.

• Using relationship-building, communication, networking, business development, and problem-solving skills to grow your client base.

• Continuously developing your skills through ongoing professional development, mentorship, and collaborative experiences.

No prior financial services experience is required. We welcome professionals looking to apply their relationship-building, communication, leadership, business development, or sales experience to a new career. We are interested in professionals from a variety of backgrounds who have demonstrated success building relationships, communicating with others, developing business, leading, or working toward goals. Many successful advisors on our team have come from industries such as:

- education

- healthcare

- logistics

- hospitality

- real estate

- marketing

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. 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. 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.

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.

Compensation and Benefits

• Compensation and commission structure to support early development.
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Financial Planning

You could be right for this opportunity if you have:

• 4-year degree or equivalent professional work experience
• Entrepreneurial ambitions
• Experience building meaningful relationships.
• Interpersonal skills for success in client facing roles.
• Excellent time-management skills
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship.

About Us:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 100 company (2021)
• Forbes' Best Employers for Diversity (2018-2020)
• Top 10 US Independent Broker-Dealers
• #1 Among Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion (retail investment client assets held or managed

Job Type: Full Time

Benefits:

• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Cincinnati, OH 45236 (Required)

Work Location: In person; (HYRBID)

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.