Financial Planner with Healthcare Background
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$76,000-$102,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
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 Northwestern Mutual – Monterey District!
Leverage Your Healthcare Background for a Rewarding Career:
- 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.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
Meet Our Local Team:
Anthony Ivancich – Managing Director:
- Time with NM: 14 years.
- Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
- Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Sarah Willson – Financial Representative:
- Time with NM: 8 months.
- Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
- Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti – Associate Financial Advisor:
- Time with NM: 3 years.
- Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelor’s degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
- Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
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.
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
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).
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $76,000.00 - $102,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Financial Planner with Healthcare Background Jobs at Monterey District
What is the work location for this position at Monterey District?
This job at Monterey District is located in Monterey, California, 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 Monterey District?
Candidates can expect a pay range of $76,000 and $102,000 per year.
What employment applies to this position at Monterey District?
Monterey District lists this role as a Full-time position.
What experience level is required for this role at Monterey District?
Monterey District is looking for a candidate with "Senior-level" experience level.
Does Monterey District allow remote work for this role?
Yes, this position at Monterey District supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Monterey District for this role?
Monterey 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 Monterey District?
You can apply for this role at Monterey 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.