Financial Advisor with Healthcare Background
Job Description
Job DescriptionBenefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual of Rochester!
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 its 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 lifes 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.
Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534
Meet Our Team:
Mike DArchangelo, Director of Selection:
- Time with NM: 5.5 years
- Prior to NM: Athletic Director, Coach, Teacher, and Mentor at a college
- Passionate About: Golfing, boating, dogs, family, lake life, and good food
Greg Constantino, Managing Director:
- Time with NM: 25 years
- Prior to NM: Professional baseball
- Passionate About: Family, faith, fitness, fun, Canandaigua Lake, sports, concerts, and coaching
Alex Spoto, College Unit Director:
- Time with NM: 4.5 years
- Prior to NM: Intern at the University of Dayton
- Passionate About: Hockey, softball, family, the Bills, fun, friends, and hunting
Charlie Diehl, Growth and Development Director:
- Time with NM: 6 years
- Prior to NM: Intern at SUNY Brockport
- Passionate About: My son and husband, my family, my horses, farm life, and traveling with friends
About Us: Northwestern Mutual of Rochester is a nationally recognized office, honored as one of Forbes Best Employers for New Grads 2025 and a Democrat & Chronicle Top Work Place for 2025. The team is driven by a clear mission of empowering people to achieve their true potential, creating a culture that is supportive, growth-minded, and deeply connected to the community. Their commitment extends beyond the office through involvement with local organizations such as Special Olympics of Western NY, Mercy Flight Central NY, Camp Good Days, the Pirate Toy Fund, the Polar Plunge in Canandaigua, and Alexs Lemonade Stand. Their social platforms also highlight the energy, collaboration, and purpose behind their work, offering a strong foundation for anyone transitioning into a financial representative role.
Position Responsibilities:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life, Accident & Health license.
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Position Perks:
- Business Start-up allowance
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike DArchangelo is not a licensed insurance agent, registered representative of a broker-dealer or representative of a federal savings bank.
Flexible work from home options available.