Financial Advisor with Healthcare Background
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$76,000-$110,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
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 The Wengzn District of Northwestern Mutual!
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 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 office is located at: 555 Long Wharf Dr New Haven, CT 06511
Meet Mike, Managing Director:
For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. Over the last four years, he has excelled in leadership, discovering a true passion for guiding and developing others. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level. Outside of work, Mike and his wife enjoy a busy and fulfilling family life with their three daughters. Whether they’re spending time on their boat in Westbrook or cheering on their girls in their many activities and sports, their days are full of energy, adventure, and making lasting memories together.
About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
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 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).
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- 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 PFGF, our 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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mike Wengzn is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Compensation: $76,000.00 - $110,000.00 per year
Automate your job search with Sonara.
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FAQs About Financial Advisor with Healthcare Background Jobs at The Wengzn District
What is the work location for this position at The Wengzn District?
This job at The Wengzn District is located in New Haven, Connecticut, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Wengzn District?
Candidates can expect a pay range of $76,000 and $110,000 per year.
What employment applies to this position at The Wengzn District?
The Wengzn District lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at The Wengzn District?
The Wengzn District is looking for a candidate with "Senior-level" experience level.
What benefits are offered by The Wengzn District for this role?
The Wengzn District offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Wengzn District?
You can apply for this role at The Wengzn District either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.