Financial Advisor with Healthcare Background
Northwestern Mutual - South Norwalk
- Norwalk, CT
- $74,000-123,000 per year
- Permanent
- Full-time
- 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.
- Time with NM: 18 years
- Prior to: Chris began his journey with Northwestern Mutual as an intern in 2006 and has been with the firm ever since.
- Passionate About: When he's not working, Chris enjoys playing golf, coaching lacrosse, running, traveling, and spending time with his wife, Kelly, and their four children.
- Time with NM: 12 years
- Prior to: Christine began her career with Northwestern Mutual right out of college in 2013 and has grown with the firm ever since.
- Passionate About: Outside of work, Christine is a dedicated fitness enthusiast who enjoys working out, spending time outdoors, traveling, and being with her family. She and her husband, Niko, reside in Weston, CT, with their two children—and a third on the way!
- Time with NM: 1 year
- Prior to: Before joining Northwestern Mutual, Kim worked in recruiting at Indeed.
- Passionate About: Kim enjoys spending time with her son and extended family, traveling, and prioritizing self-care. She comes from a close-knit Caribbean family with seven siblings who regularly gather to cook authentic Jamaican food and celebrate every special occasion with a big party. Kim has a deep appreciation for other cultures and is always adding new destinations to her travel bucket list.
- Time with NM: 4 years
- Prior to: Before joining Northwestern Mutual, Andrew was the top-performing salesperson at his previous company.
- Passionate About: Outside the office, Andrew devotes his time to his wife, Paige, and their three children. The family is very active in Fairfield County’s baseball community—often attending their son's tournaments and games. As a former player, Andrew enjoys coaching and staying involved in the sport. The Heredias love traveling, taking weekend getaways, and creating quality family memories.
- 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).