Financial Planner with Healthcare Background

P&W Financial Group - Northwestern Mutual; Oregon; Hybrid; USD 60,000 - 110,000; 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

P&W Financial Group invites healthcare professionals to transition into financial services, leveraging clinical insight to build direct client relationships and impactful financial plans. Join a collaborative office environment offering training, advancement, and a rewarding career path.

As a Wealth Management Advisor, you will develop tailored plans combining investments, insurance, and retirement strategies while expanding your network through referrals and community involvement.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills with analytical thinking.
• Licenses such as Series 6, 63, and state insurance licenses; training/sponsorship available.

Responsibilities

• Client Consultation: Understand clients' financial goals and concerns.
• Financial Planning: Create comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build/maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree

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 P&W Financial Group!

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: 107 Merchant Street, Suite 2A Madison, MS 39110.

Meet Our Local Team:

Chase Patrizzi, Managing Director:

• With Northwestern Mutual for 9 years


• Before Northwestern Mutual, Chase served in the National Guard a background that shows up in how he leads today, with the discipline and commitment to team that come from military service.


• Outside the office, Chase is a proud girl dad, an active supporter of Children's Hospital of Mississippi, and rarely turns down a round of golf.

Gates Willson - Growth & Development Director:

• With Northwestern Mutual for 5 years


• Gates is a Mississippi State graduate who joined Northwestern Mutual right out of college. A former high school football player and powerlifter, he brings that same competitive drive to helping advisors grow.


• Outside the office, Gates is active with Young Life and stays committed to fitness and strength training.

Julie Colbert, Financial Advisor:

• With Northwestern Mutual since 1990


• Julie is a Millsaps College graduate who joined Northwestern Mutual right out of college and has been with the firm ever since. She's a lifetime member of the Million Dollar Round Table, the industry's mark of top-tier financial professionals a distinction she's held throughout her career.


• Outside the office, Julie stays active through swimming and athletics, and is a dedicated volunteer in the community.

Christopher Johnston, Wealth Management Advisor:

• With Northwestern Mutual since 2008


• Christopher is an Ole Miss graduate in Psychology who joined Northwestern Mutual straight out of college, one of the few advisors on the team who's built his entire career here. That tenure shows in the depth of experience he brings to clients and in the mentorship he offers newer advisors coming up.


• Outside the office, Christopher stays busy coaching, staying active with the Ole Miss Alumni Association, following basketball, and looks forward to deer hunting season.

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. Chase Patrizzi is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.