Financial Advisor with Healthcare Background
Deramus District of Northwestern Mutual
- Natchitoches, LA
- $87,000-164,000 per year
- Training
- Full-time
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, 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 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.
- How long with NM? 12 years full-time, 1 year as an intern.
- Previous experience? College student who transitioned to full-time from an internship.
- Passionate about? Jeremy enjoys spending time with his wife and son, restoring classic cars (particularly older Chevys), and traveling to Sandestin/30A, Florida. He’s also passionate about personal growth, faith, and all things Disney.
- How long with NM? 9 months.
- Previous experience? Intake coordinator at a children’s clinic.
- Passionate about? Morgan loves staying busy with community involvement, fundraising through Kendra Scott events, and spending quality time road-tripping with her husband and pups.
- How long with NM? 12 years.
- Previous experience? Registered Nurse working in the ICU.
- Passionate about? Brian is passionate about spending time with his wife and three children, enjoying outdoor activities like hunting and fishing on their farm in Kansas, and being involved in his church community.
- How long with NM? 11 months.
- Previous experience? Professional photographer and former NM intern.
- Passionate about? Logan enjoys creating memorable experiences with his wife, especially on cruises, spending time with friends over dinner parties, and being actively involved in his church's production team.
- 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.
- 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
- 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).