Financial Advisor with Healthcare Background

Northwestern Mutual - San Francisco; San Francisco (CA); Sur place; USD 80 000 - 150 000; Plein temps

Avantages offerts par ce poste

Significant bonus opportunity commens.

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support and positive认

Résumé du poste

Northwestern Mutual – San Francisco seeks professionals transitioning from healthcare to financial services to build direct client relationships and provide personalized financial guidance. You will help clients plan for medical expenses, retirement, and education while leveraging your healthcare insights.

Join a local team committed to client success, ongoing development, and advancement opportunities in a collaborative office environment at 555 Mission St, San Francisco.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.

Responsabilités

• Consult with clients to understand financial goals and risk tolerance.
• Develop comprehensive financial plans including investments, insurance, and retirement strategies.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support and review of client plans; adjust strategies as life changes.
• Network to build and maintain a client base through referrals and community involvement.

Connaissances

Interpersonal skills

Communication

Analytical thinking

Trust building

Formation

Bachelor's degree

Description du poste

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 Northwestern Mutual - San Francisco!

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: 555 Mission St. Floor 16, San Francisco, CA 94105

Meet Our Local Team:

Michael Byrne – Managing Partner:

• Time with NM: 18 years.
• Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.
• Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.

Marlin Adams – District Director & Financial Advisor:

• Time with NM: 15 years.
• Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022.
• Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.

Chris Andrews – Private Wealth Advisor:

• Time with NM: 18 years.
• Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007.
• Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.

Cole Barrett – Growth & Development Director/Financial Advisor

• Time with NM: 5 years.
• Prior Experience: Spent his career in the hospitality industry, serving as General Manager for several five-star restaurants before joining NM in 2020.
• Passionate About: Resides in San Francisco with his wife, a registered Nurse Practitioner, and their rescue dog, Cali. Enjoys golf, traveling, and visiting family in Boston. A dedicated fan of the Patriots, Celtics, and Red Sox.

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