Financial Advisor with Healthcare Background

Dorner District - Northwestern Mutual; Champaign (IL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Dorner District - Northwestern Mutual is seeking professionals with a healthcare background to transition into financial services in Champaign, IL. You will work directly with clients to understand long-term financial goals, craft personalized plans, and help them prepare for medical expenses, retirement, and education funding.

Join a team that rewards performance with bonuses, offers training and development, and provides a clear path for advancement as you build lasting client relationships

Qualifications

• Bachelor's degree preferred, but not required.
• Experience in financial services beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinker with ability to build trust and rapport.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend insurance strategies to protect assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Network to build and maintain client relationships through referrals and associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree preferred

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 Dorner District - Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare 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:

• 301 North Neil Street, Suite 501, Champaign, IL 61820
• 102 South East Street, Bloomington, IL 61701
• 410 Fayette, Peoria, IL 61602
• 240 S. Main St. Decatur, IL 62523

Follow this link to hear more about our 2030 Vision: https://watch.wave.video/7NXgeJ1aGGbGqgUH

Meet Our Leaders:

Kurt Dorner, Managing Director:

• Time with NM: 22 years
• Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years.
• Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for what’s possible today and enjoy the moments along the way.

Caleb Jump - Associate Managing Director

• Started at NM: Nearly 10 years ago.
• Prior to NM: Caleb spent 10 years in mortgage and commercial lending, working with two prominent local banks in Decatur. His lending background gave him a deep understanding of financial solutions and strong community relationships, which he now leverages to help clients and his team thrive.
• Passionate about: Caleb is a proud girl dad of four daughters and can often be found coaching or cheering them on in basketball, dance, show choir, and volleyball. When he gets a moment to himself, he enjoys collecting cigars and bourbon—reflecting his appreciation for quality and tradition.

Jennifer Ronk, Director of Selection:

• Time with NM: 4 years
• Prior to: Built a career in the NBA and NFL, focusing on premium services and sales—courtside seating, club seats, and suites.
• Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life that’s grounded, grateful, and well-balanced.

Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management:

• Time with NM: 13 years
• Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college.
• Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews.

Nick Ryba, Financial Advisor:

• Time with NM: 4 years
• Prior to: Spent over 10 years in corporate account management and consulting roles—4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients.
• Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family.

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.

Qualifications:

• Education: A bachelor's degree is highly preferred, but not required.
• 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).

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