Financial Planning Associate Jobs in Ohio (NOW HIRING)

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.

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)

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

Work Location: In person

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.