Financial Advisor with Healthcare Background
About The Position
Walnut Creek - Northwestern Mutual is seeking a Financial Advisor with a healthcare background who wants to transition into financial services. The role uses candidates’ healthcare knowledge to advise clients on financial needs across important life stages, including medical expenses, retirement, and higher education. Advisors build direct, long-term client relationships and help individuals and families work toward financial confidence and security. The position involves developing comprehensive financial plans, recommending investment and insurance strategies, and supporting clients as their circumstances change. Prior experience in financial services, insurance, or business development is beneficial but not required. Training and sponsorship are available for obtaining necessary licenses. A bachelor’s degree is preferred.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor’s degree is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- A healthcare background, including pharmaceutical, medical sales, or clinical experience, is relevant to the role.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement planning.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a client network through referrals, community involvement, and professional associations.
Benefits
- Performance-based bonus opportunity, with significant bonus potential commensurate with outcomes.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development.
- Vision insurance.
- Life insurance.
- Retirement plan.
- Ongoing professional development.
- Local culture of support and positive recognition.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
