Financial Advisor with Healthcare Background

Northwestern Mutual - Princeton; Jamison (PA); On-site; USD 65,000 - 110,000; 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 and positive

Job summary

Northwestern Mutual in Bucks County is seeking healthcare professionals to transition into financial services, leveraging clinical knowledge to advise clients.

You'll build direct client relationships, guide plans including investments, insurance, and retirement, and have growth opportunities; training and sponsorship available.

Office at 2500 York Rd, Jamison, PA; leadership team includes Jesse May, Jessica Hamilton, Eric Knoblauch.

Qualifications

• Bachelor’s degree preferred; financial services or related field beneficial.
• Strong interpersonal and communication skills; ability to build client trust.
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals.
• Financial Planning: Develop plans including investments, insurance, and retirement.
• Ongoing Support: Monitor and update plans as circumstances change.
• Networking: Grow client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

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 - Bucks County!

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 office is located at:

2500 York Rd, Suite 200, Jamison, PA 18929

Meet Our Leaders:

Jesse May, Managing Director, Bucks County

• Time with NM: 25 years
• Prior experience: [Add his career before NM, if any]
• Passionate about: Family. Jesse is married to his high school sweetheart, Melissa, and they have four children. His daughter works alongside him in the office as Director of Operations and Associate Financial Representative. He also enjoys fine wines, hosting bonfires at his home, and always has a fun fact to share. Learn more about Jesse

Jessica Hamilton, Talent Acquisition & Growth Manager

• Time with NM: 5 years
• Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
• Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.

Eric Knoblauch, Growth & Development Director

• Time with NM: 10 years
• Prior experience: Built his career in the construction industry before joining Northwestern Mutual
• Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his 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.
• 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. Tom Galina is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.