Financial Planner with Healthcare Background

Walnut Creek - Northwestern Mutual•Walnut Creek, CA

2d•$84,000 - $95,000•Onsite

About The Position

Transition your healthcare expertise into a rewarding career in financial services with Walnut Creek - Northwestern Mutual. This role allows professionals from healthcare backgrounds (pharma, medical sales, clinical roles) to build direct client relationships, offer personalized advice, and make a meaningful impact by guiding clients through critical life stages. You will help individuals plan for medical expenses, retirement, and higher education, securing their financial futures. The position offers unlimited growth potential, where your ambition, dedication, and expertise will determine your success. It's a career path to build long-term relationships, create meaningful outcomes, and make a lasting impact.

Requirements

A bachelor's degree is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
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 available).

Responsibilities

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.