Financial Advisor with Healthcare Background

Walnut Creek - Northwestern Mutual; Walnut Creek (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus opportunity

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Professional development

Supportive culture

Job summary

Northwestern Mutual's Walnut Creek office is seeking professionals transitioning from healthcare to financial services. Leverage your clinical insight to guide clients through medical expenses, retirement, and education planning while building direct client relationships.

This role emphasizes personalized financial advice, comprehensive planning, and ongoing support, with licensing opportunities and a team-focused, growth-minded environment in Walnut Creek, CA.

Qualifications

• A bachelor's degree is preferred.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Obtain necessary 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, 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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree

Tools

Series 6 license

Series 63 license

State insurance licenses

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 Walnut Creek - Northwestern Mutual!

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: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596

Meet Our Local Team:

Cole Barrett – Managing Director:

• Time with NM: 6 years.
• Prior Experience: Brings 15 years of experience in the hospitality industry, where he developed a strong client-first mindset.
• Passionate About: Committed to helping individuals and families achieve financial confidence by prioritizing their needs above all else. Originally from Massachusetts and now based in San Francisco with his wife, Cara, and their dog, Cali, he enjoys golfing, traveling, and spending quality time with family.

Austin Nichols – Wealth Management Advisor:

• Time with NM: 8 years.
• Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning.
• Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.

Michelle Peterson – Financial Advisor:

• Time with NM: 2.5 years.
• Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
• Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.

Alex Icaza – Financial Advisor:

• Time with NM: 3 years.
• Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service.
• Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.

Matt Langseth - Financial Advisor:

• Time with NM: 5 years.
• Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual.
• Passionate About: Matt is active in his church, values time with his wife, son, and new baby girl while making sure to hangout with friends on the golf course.

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. Cole Barrett is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.