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 Karges District - Northwestern Mutual (NM)!


Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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:

Nathan Karges: Managing Director:

• How long with NM? Been with NM for 16 years.
• Prior Experience? Was previously in advertising.
• Passionate About? Loves being a part of his community and is involved in his church. Enjoys spending time with his family, golfing, and coaching.

Jordan Crook: Financial Representative:

• How long with NM? Been with NM for the last 15 years.
• Prior Experience? Was a college student athlete before beginning an internship with NM and upon graduation transitioned to full time.
• Passionate About? Loves being a part of his community and is involved in his church. Enjoys spending time with his family, golfing, and coaching.

Trevor Spiegel: Financial Advisor:

• How long with NM?Started with NM 4 years ago.
• Prior Experience? Employed with the State of Nebraska.
• Passionate About? Loves watching Nebraska Husker football, playing golf, and spending time with his family.

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.

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nathan Karges is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.