Financial Advisor with Healthcare Background

Northwestern Mutual; Chicago (IL); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Career advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Chicagoland is seeking professionals with healthcare experience to transition into financial services. You will educate clients on planning, insurance, and retirement options, while building lasting relationships and delivering personalized guidance.

The role emphasizes collaboration with a close-knit local team and ongoing training. Ideal candidates bring healthcare insights, strong communication, and a passion for helping clients secure their financial futures.

Qualifications

• Healthcare professionals transitioning to financial services with strong client communication.
• Ability to educate clients on financial planning and insurance options.
• Willingness to collaborate with a local team and grow with the firm.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Client relationship management

Communication skills

Financial services knowledge

Healthcare expertise

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 Northwestern Mutual - Chicagoland!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, 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 Network Office of the Chicagoland District is located at:

1901 Butterfield Road Suite 300 Downers Grove, IL 60515

Meet Our Team:

Ryan Kramer – CLF®, ChFC®, CLU®, Managing Partner:

• Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
• Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.
• Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alex’s Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.

Trent Mausser – CLU®, ChFC®, Managing Director:

• Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
• Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
• Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alex’s Lemonade Stand.

Kevin Pabst – ChFC®, Managing Director:

• Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
• Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
• Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his family’s lake house.

Scott Carr – CLU®, MSM, Managing Director:

• Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
• Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
• Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.

Jason Frano – Managing Director:

• Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
• Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named “Rookie of the Year” in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
• Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons’ basketball and baseball teams, and spending time with family.

Tracey Daniels – Executive Director of Selection, Chicagoland

• Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
• Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
• Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.

About Us:

At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of Top Places to Work in Chicago since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a record-breaking $9.2 billion in dividends in 2026, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alex’s Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.

Position Responsibilities:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Our Unique Angle: Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

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