Financial Advisor with Healthcare Background
Yoder DistrictFort Collins, Colorado
$84,000 - $95,000 / year
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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:
Ryan Yoder- Managing Director, Partner, and Wealth Management Advisor:
- Time with NM: Been with Northwestern Mutual for 29 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.
Haley Stevens- Chief Operating Officer:
- Time with NM: Joined Northwestern Mutual 7 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.
Bailey Bergstrom- Director of Recruitment and Selection:
- Time with NM: Been with Northwestern Mutual for 2 years.
- Prior Experience: Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
- Passionate About: Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Cory Schroeder- Growth and Development Director, Wealth Management Advisor:
- Time with NM: Been with Northwestern Mutual for 5 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- Financial Advisor:
- Time with NM: Been with Northwestern Mutual for a year and a half.
- 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 and Development Director:
- Time with NM: Been with Northwestern Mutual for 19 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.
Flexible work from home options available.
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.