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 of Fairfield County!

Leverage Your Healthcare Background for a Rewarding Career :

Build Direct Client Relationships : Professionals from healthcare, whether it's pharma, medical, or clinical

roles, 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 could 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 could 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 offices are located :

Stamford Network Office : 333 Ludlow Street, Suite 6 Stamford, CT 06902

Westport District Office : 274 Riverside Ave, Suite 4 Westport, CT 06880

Fairfield District Office : 1 Eliot Place, Suite 200 Fairfield, CT 06824

Meet Our Local Team :

Alex Beilin - Managing Partner

How long with NM? Been with NM for 30 years.

Previous experience? Worked at TGI Fridays during college, excelling in customer service and seasonal

sales.

Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different

cultures, as well as faith development.

Louis Pietig - Managing Director, Fairfield District Office

How long with NM? Been with NM for 7 years.

Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial

advisor at Wells Fargo Advisors.

Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the

community.

Andrew Kalinowski - Managing Director, Westport District Office

How long with NM? Been with NM for 10 years, including an internship.

Previous experience? Held jobs at a car wash and as a bus boy / dishwasher in high school.

Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and

hockey (Bruins).

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. Alex Beilin is a General Agent of NM and not in legal partnership with NM, or its

subsidiaries.

Flexible work from home options available.