Financial Advisor with Healthcare Background

Job Description

Job DescriptionBenefits:

• Retirement
• 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 the Tysons District - Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare 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.

Meet Our Leaders:

Sep Harandi Managing Director:

• Time with NM: 5 years
• Prior Experience: Graduate of the University of Oklahoma; joined NM after completing grad school.
• Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.

Aubrey Rosser Private Wealth Advisor & Growth and Development Director:

• Time with NM: 16 years
• Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to build a more stable and self-directed career.
• Passionate About: A dual-sport athlete in college (basketball and baseball), Aubrey is also an avid golfer. He enjoys spending time with his wife, Nicole, and their three children.

Bryce Coffee Private Wealth Advisor & Growth and Development Director:

• Time with NM: 15 years
• Prior Experience: Worked in private equity in Atlanta, GA prior to joining NM.
• Passionate About: A golf enthusiast and dedicated sneaker collector (especially Jordans and golf shoes), Bryce enjoys family life with his wife and their three children.

Jason Tiede Private Wealth Advisor & Growth and Development Director:

• Time with NM: 11 years
• Prior Experience: Former Director at Blackboard in the education sector.
• Passionate About: A proud UVA alum and UVA sports fan, Jason co-founded Five Pillars Wealth with Sep Harandi. He and his wife have three children, and their oldest is heading to the University of Tennessee. Jason and Amanda have long been active supporters of the Leukemia & Lymphoma Society (LLS).

Key Responsibilities:

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

Qualifications:

• Education: A bachelor's degree is highly preferred, but not required.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• 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 in Milwaukee, WI. Sep Harandi is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.