Financial Planner with Healthcare Background

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 Frugé Financial Group of 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 it’s 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 life’s 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.

Our thriving office is located at : 2445 Technology Forest Suite 550 The Woodlands, TX 77381

Meet Our Leaders :

Shane Frugé – Managing Director :

How long with NM? 30 years

Prior Experience? Started as an intern with Northwestern Mutual and transitioned to a full-time role after graduating with a degree in finance.

Passionate About? Helping families and businesses plan for the unexpected and make informed financial decisions. Shane has been recognized by Forbes multiple times for excellence in integrated investment and risk planning and was invited to join the prestigious Private Client Group, an honor held by only ½ of 1% of advisors at the company. He is the Co-Founder and Founding Partner of Volante Integrated Planning (V.I.P.), a firm dedicated to guiding clients toward better financial outcomes through thoughtful and personalized planning.

Andrew Thibodeaux – Financial Representative :

How long with NM? 4 years

Prior Experience? Andrew worked in the medical field for 6 years before transitioning to a Financial Advisor. He was a Nursing home administrator for 3 years. He brings extensive experience from the medical field including long term care operations, hospital management, patient care coordinating and staff development across health care systems.

Passionate About? A former college baseball player, Andrew is passionate about staying active and following sports across all major leagues, MLB, NFL, hockey, and tennis. Outside of work, he enjoys working out and staying grounded through his involvement with his church.

Jennifer Steil – RICP®, WMCP®, CFP®, AEP®, ChFC®, CLU® :

How long with NM? 15 years

Prior Experience? Born and raised in the Houston area, Jennifer earned a psychology degree from Texas A&M University. Before joining Northwestern Mutual, she worked in real estate.

Passionate About? Jennifer is passionate about creating lasting financial impact for the families and individuals she serves. Outside of work, she is married and is a proud baseball mom to their 8-year-old son. She loves traveling, practicing yoga, and considers herself a novice foodie and wine connoisseur.

Stewart Keltner – Wealth Management Advisor :

How long with NM? 13 years

Prior Experience? Stewart began his journey early, starting and running a lawn service in 7th and 8th grade. He gave tennis lessons at a country club throughout high school, then held several roles during college, including working as a practice dummy for the Texas Football program for three years, retailing at Banana Republic, and co-leading the Texas 4000 for Cancer charity bike ride from Austin, TX to Anchorage, AK.

Passionate About? Stewart is passionate about helping clients navigate life with strong financial strategies. His adventurous spirit and early leadership experiences continue to fuel his commitment to service, growth, and lasting impact.

About Us : At Frugé Financial Group, our mission is to empower individuals, families, and business owners across Texas by delivering world-class financial guidance rooted in integrity, clarity, and generational impact. Nationally recognized for advisor development and led by a Forbes-honored leader within the elite Private Client Group, our team is intentionally building a firm that supports future generations in our local communities, one life at a time. We believe in going beyond simply answering questions; we are committed to providing thoughtful, customized solutions through a comprehensive planning process that helps our clients achieve meaningful, lasting outcomes. Guided by a vision of continuous growth and adaptive financial behavior coaching, we aim to leave every person and every community we touch better than we found them.

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

Flexible work from home options available.