Financial Advisor with Healthcare Background
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$84,000-$95,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Benefits:
- Retirement Benefits
- 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 Yoder District- 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 Thriving Offices are Located:
- District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
- Cheyenne Office: 212 E 22nd Street Cheyenne, WY 82001
- Laramie Office: 1267 N 15th St, Suite 99 Laramie, WY 82072
- Greeley Office: 710 11th Ave Unit L45 Greeley, CO 80631
Meet Our Local Leaders:
Meet Our Team:
Haley Stevens- Chief Operating Officer:
- How long with NM? Joined Northwestern Mutual 9 years ago.
- Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
- Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Ryan Yoder- Managing Director, Partner, & Wealth Management Advisor:
- How long with NM? Been with Northwestern Mutual for 31 years.
- Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
- Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder- Growth & Development Director, Wealth Management Advisor:
- How long with NM? Been with Northwestern Mutual for 7 years.
- Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
- Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt- College Unit Director & Financial Advisor:
- How long with NM? Been with Northwestern Mutual for 4 years.
- Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
- Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell- Growth & Development Director, Wealth Management Advisor:
- How long with NM? Been with Northwestern Mutual for 21 years.
- Prior Experience? Began his career with NM as an intern while attending Colorado State University.
- Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
Position Responsibilities:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
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. Ryan Yoder is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.
Compensation: $84,000.00 - $95,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Financial Advisor with Healthcare Background Jobs at Yoder District
What is the work location for this position at Yoder District?
This job at Yoder District is located in Fort Collins, Colorado, 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 Yoder District?
Candidates can expect a pay range of $84,000 and $95,000 per year.
What employment applies to this position at Yoder District?
Yoder District lists this position under the following employment categories:
- Flexible-schedule
- Full-time
What experience level is required for this role at Yoder District?
Yoder District is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Yoder District for this role?
Yoder 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 Yoder District?
You can apply for this role at Yoder 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.