Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits :

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 - Greater San Marcos!

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 :

Luke Borst Managing Director :

• Time with NM : 10 years
• Prior Experience : Spent 5 years in business development at First National Bank of Omaha
• Passionate About : A former four-year college basketball player, Luke brings the same competitive drive and teamwork mindset into his professional life. He enjoys traveling with his family, going to movies with his daughters, cheering on Husker football, and competing in CrossFit and HYROX events.

Ty Terrazone Financial Advisor :

• Time with NM : 2 years
• Prior Experience : Former Fighter Pilot in the U.S. Air Force, Captain of the Austin Blacks Rugby Team, and Recruiter at Indeed
• Passionate About : Ty brings a spirit of discipline and leadership shaped by both his military service and his years as a college and semi-pro rugby player. He enjoys spending time with his kids, playing trivia and sports, exploring whiskey as a connoisseur, and going to the movies. His competitive mindset and team-first approach are key drivers in how he serves clients and supports his team.

Brian Vrana Managing Partner :

• Time with NM : 23 years (started through the internship program in college)
• Prior Experience : Farmer
• Passionate About : Enjoys spending time with his family, coaching his sons baseball teams, and watching his daughter compete in dance.

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 :
• Retirement
• 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.
• Retirement Benefits : Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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 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. Luke Borst is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.