Financial Advisor with Healthcare Background
About The Position
Greater Hartford Wealth Management of Northwestern Mutual is seeking a Financial Advisor with a healthcare background to help individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. Healthcare professionals can apply their experience to client relationships and help clients plan for medical expenses, retirement, higher education, and other life stages. The role involves understanding each client’s needs, developing tailored strategies, and building long-term relationships. Training and sponsorship for necessary licenses are available. The office is located at 29 S Main St. Ste 201, West Hartford, CT 06107.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 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.
- Healthcare experience is the intended background for this career transition.
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 network of clients through referrals, community involvement, and professional associations.
- Guide individuals and families toward financial security and success.
Benefits
- Performance-based bonus and performance incentives with no stated ceiling.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development.
- Vision insurance.
- Ongoing professional development programs, including sponsorship for advanced certifications.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Company-funded pension and contributions to PFGF, a profit-sharing retirement plan.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
