Financial Advisor with Healthcare Background
2 days ago
Gainesville
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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 its 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 lifes 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: 7E Silver Springs Blvd, Suite 430, Ocala FL 34470 Meet Our Local Team: Jim Moretti, RICP, MBA Growth & Development Director & Financial Advisor: • Time with NM: 10 years., • Prior Experience: Jim worked as a Ceramic Engineer and Material Science Engineer, earning his MBA in Finance along the way. He built his career with large manufacturing companies, including Caterpillar, as well as in the high-volume container glass industry., • Passionate About: Jim focuses much of his time on raising his two kids. Together they enjoy playing sports, watching movies, and spending time with their two pugs. Personally, Jim loves golfing, fishing, cooking, delivering embarrassing dad jokes, and watching anything and everything football.Tyler Oppman Field Director:, • Time with NM: Nearly 8 years., • Prior Experience: Tyler began his career with Northwestern Mutual in the Waterloo, Iowa office before relocating to Florida last year., • Passionate About: Tyler is a proud father of two and also has a beagle/hound mix who adds to the fun of their Disney-loving family. He enjoys golfing, staying active in his church community, and spending quality time with his kids, especially visiting playgrounds and science centers with his son.Austin Carrola Financial Representative:, • Time with NM: 1+ years., • Prior Experience: Austin was a professional tennis coach before joining Northwestern Mutual., • Passionate About: Austin is married with two young children. He is deeply passionate about his faith, family, and giving back to the community through outreach.Harriet McCord Financial Representative:, • Time with NM: Less than 1 year., • Prior Experience: Harriet was a professional show jumper and trainer, traveling extensively to compete and coach in the equestrian world., • Passionate About: Harriet enjoys Irish rugby and prefers whiskey over bourbon. She loves traveling across the United States, where she hosts equestrian training clinics.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 recognitionQualifications:, • 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., • FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding)., • Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Moretti is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.