Financial Advisor with Healthcare Background

Northwestern Mutual; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Significant bonus opportunity

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support

Job summary

Northwestern Mutual’s Blake District in Austin, TX is seeking professionals transitioning from healthcare to a rewarding financial services career. You will build direct client relationships, guiding personal financial plans and life-stage needs with a focus on retirement planning and insurance solutions.

Role offers advancement opportunities, comprehensive benefits, and a collaborative leadership team. Training and sponsorship for licenses are available as you grow with NM.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Tools

Series 6 & 63 licenses

State licenses (insurance)

Job description

Benefits:

• Retirement
• 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 Blake District - Northwestern Mutual!

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:

3700 N Capital of TX Hwy, Ste 500, Austin, TX

Meet Our Leaders:

Brian Vrana, Managing Partner:

• How long with NM? Brian has been with Northwestern Mutual for 23 years.
• Prior to? Farmer. Started at NM in college through the internship program.
• Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.

Jon Blake, Managing Director:

• Time with NM: Jon has been with Northwestern Mutual for 12 years.
• Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
• Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.

Blake Watkins, Financial Advisor:

• Time with NM: Blake has been with Northwestern Mutual for 8 years.
• Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
• Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.

Allison Woods, Chief Recruitment Officer:

• Time with NM: Allison has been with Northwestern Mutual for 14 years.
• Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
• Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.

About Us:

The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Children’s Hospital, FORE Kids, and Alex’s Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve.

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. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.