Financial Advisor with Healthcare Background
7 days ago
Aurora
Job DescriptionBenefits: • Stipend Consideration, • 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 mission is to financially empower our communities to change the world, with a vision to redefine the financial planning industry by making the North Denver District the go-to sanctuary for diverse communities seeking both financial empowerment and social impact. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: • Support: Enabling clients to achieve financial confidence and security., • Inclusivity: Fostering a welcoming environment for diverse communities and talent., • Education: Providing knowledge and advocacy to support informed financial decisions., • Compassion: Offering empathetic and personalized support to clients., • Excellence: Striving for the highest standards in service and professional growth.Meet Some of Our Local Team: Molly Berger, Growth and Development Director: • How long with NM? Since June 2020, • Previous experience? Nonprofit background, Director of Sales at a fintech startup., • Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.Sarah Tinkler, Managing Director:, • How long with NM? Since July 2006, • Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism., • Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with her wife, Renata.Darrah Tinkler, Chief Growth Officer & Onboarding Specialist:, • How long with NM? Since May 2023, • Previous experience? Assistant Librarian, • Passionate about? Helping people discover career paths, exploring antique stores and spending time with their husband.Sam Berman, Chief Development Officer & Director of Insurance:, • How long with NM? Since December 2023, • Previous experience? Kindergarten Teacher, • Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.