Financial Advisor with Healthcare Background

Dorner District - Northwestern Mutual•Champaign, IL

9h•$84,500 - $95,000

About The Position

Dorner District – Northwestern Mutual is seeking a Financial Advisor, with a focus on candidates who can apply healthcare experience to financial services. The role involves building direct client relationships and helping individuals plan for medical expenses, retirement, higher education, and other financial needs throughout life. Advisors can develop long-term client relationships and grow their practice through their own ambition, dedication, and expertise. Training and sponsorship are available for obtaining necessary licenses. The position is associated with offices in Champaign, Bloomington, Peoria, and Decatur, Illinois. The posting describes a supportive local culture, professional development, and opportunities for advancement.

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 highly preferred but not required.
Previous experience in financial services, insurance, or business development is beneficial but not required.
Healthcare background or expertise.

Responsibilities

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans involving investments, insurance, and retirement.
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.