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 Northwestern Mutual - Quad Cities District!


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:

Tim Harrington - Managing Director

• How long with NM? Started as Growth and Development Director in 2021, transitioned to Managing Director after 9 months.
• Previous Experience? Managed a consulting business, with experience as a speaker, coach, and consultant.
• Passionate about? Lives in Eldridge with his wife Lindsay and their six children. Volunteers for youth sports, enjoys family time, watching his kids compete, and traveling.

Tyler Kargl - Financial Advisor

• How long with NM? Started in 2015.
• Previous Experience? Former supervisor at Best Buy, which helped him develop client management skills.
• Passionate about? Lives in Andalusia, IL, with his wife Kodi and their three children. Enjoys performing as a musical duo, attending kids activities, cheering on favorite sports teams, and vacationing.

Alanna Rumler - Growth & Development Director

• How long with NM? Started in May 2015.
• Previous Experience? Joined through an internship program, now a Certified Financial Planner and Chartered Financial Consultant.
• Passionate About? Enjoys golfing, boating, and socializing with friends and family. Loves time with her husband Lane and their twin boys. Board member of Lead(h)er.

Brooke Keck - Director of Recruiting

• How long with NM? Approaching 1 year.
• Previous Experience? Worked in real estate sales and mortgage lending before transitioning to Talent Acquisition in 2022.
• Passionate About? Enjoys family time with her husband Matt and their 5-month-old son. Likes working out, home renovation projects, and long walks around Costco.

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. Tim Harrington is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.