Financial Advisor with Healthcare Background

Yoder District - Northwestern Mutual • Fort Collins, CO

2d • $84,000 - $95,000 • Hybrid

About The Position

Leverage Your Healthcare Background for a Rewarding Career:

Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Requirements

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Nice To Haves

• Healthcare background (pharma, medical, or clinical roles)

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Benefits

• Retirement Benefits
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Significant bonus opportunity commensurate with outcomes
• Life insurance
• Ongoing professional development
• Local culture of support and positive recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed