Financial Advisor with Healthcare Background
About The Position
Northwestern Mutual’s San Francisco office is seeking a Financial Advisor, with particular interest in candidates who have a healthcare background. The role offers an opportunity to apply healthcare expertise to financial services by building direct client relationships and providing personalized advice. Advisors help clients plan for important life stages and financial needs, including medical expenses, retirement, and higher education, and can build long-term relationships while supporting clients’ financial futures. The position involves consulting with clients, developing comprehensive financial plans, recommending insurance strategies, and providing ongoing support as clients’ circumstances change. Advisors also build their client networks through referrals, community involvement, and professional associations. Training and sponsorship are available for required licenses. The office is located at 555 Mission St., Floor 16, San Francisco, CA 94105.
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 pharma, medical sales, or clinical experience, is of particular interest.
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 needed when circumstances change.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Performance-based bonus opportunity.
- 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
