Financial Advisor with Healthcare Background

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Significant bonus opportunity commens­

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support and positive‑

Job summary

Northwestern Mutual in Jamison, PA is seeking professionals transitioning healthcare expertise into financial services to build a rewarding practice. You will engage directly with clients to understand their financial goals, then craft comprehensive plans covering investments, insurance, and retirement.

Leverage your healthcare background to guide clients through major life stages while developing lasting relationships.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Understand financial goals, aspirations and concerns.
• Financial Planning: Develop plans covering investments, insurance, and retirement.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Client relationship development

Education

Bachelor's degree

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:

Tom Gallina - Managing Director:

• Time with NM: Over 30 years.
• Prior Experience: Tom began his Northwestern Mutual career as an intern while earning his degree and joined full-time after graduation. Over the past three decades, he has built a successful practice centered on providing a holistic financial planning approach that brings families peace of mind and confidence through every stage of life.
• Passionate About: Tom is a devoted family man with three children. One of his daughters works alongside him in operations and client relations. Outside of work, he enjoys spending time with his family and relaxing on the water in his boat.

Jessica Hamilton - Talent Acquisition & Growth Manager:

• Time with NM: 5 years.
• Prior Experience: Before joining Northwestern Mutual, Jessica worked in the automotive industry as a Business Development Manager, where she developed expertise in relationship building and business growth.
• Passionate About: Jessica enjoys spending 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: Eric joined Northwestern Mutual after building his career in the construction industry.
• Passionate About: Eric and his wife, Ashley, are high school sweethearts who both attended Penn State University, where their oldest daughter is now a student. They also have a younger daughter and a beloved dog named Jamie. In his free time, Eric enjoys networking events, trivia nights, and spending 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.