Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits :

Stipend

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 Wheeler District of Northwestern Mutual!

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 :

Chris McGhee, Financial Advisor :

• How long with NM? Since July 2009 as an intern; went full-time in January 2010.
• Previous job / career / business experience? College baseball player at LSU.
• Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships.

Ben Wheeler, Financial Representative & Market Leader :

• How long with NM? 24 years, started as an intern before going full-time.
• Previous job / career / business experience? Only had different college jobs before joining NM.
• Passionate about outside of work? Family is Ben's main priority. Hes been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors.

Madison Welch, Talent Director :

• How long with NM? 2 years.
• Previous job / career / business experience? Elementary school teacher specializing in ESL and Reading.
• Passionate about outside of work? Family is Madisons main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time.

Taylor Dodge, Financial Representative :

• How long with NM? Intern in 2010, full-time in September 2013.
• Previous job / career / business experience? Worked at Cutco before becoming an intern.
• Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. Hes passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level.

About Us : At the Wheeler District of Northwestern Mutual (NM), were proud to be part of a nationally recognized network known for excellence, leadership, and community impact. Named Reader Rankings Best Insurance Company of 2023 and consistently honored as a top workplace in Louisiana and beyond, were driven by a culture of growth and purpose. We invest in developing future leaders while passionately supporting causes close to our heartsincluding the Womens Leadership Academy, Alexs Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national honors such as WayUps Top 100 Internship, Glassdoors Best-Led Companies, and Fortunes Worlds Most Admired, were more than a financial firmwere a force for good. Join the winning team.

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.

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

Qualifications :

• Education : A bachelor's degree is preferred.
• 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. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.