Healthcare-Focused Financial Advisor | Flexible Growth

P&W Financial Group - Northwestern Mutual; Jackson (MS); Remote; 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认

Job summary

P&W Financial Group - Northwestern Mutual invites healthcare professionals in Madison, MS to transition into financial services and join a locally focused team. You will build direct client relationships, leveraging your healthcare background to tailor financial guidance and planning for medical expenses, retirement, and education.

As a Financial Advisor, you’ll develop comprehensive plans and provide ongoing support while benefiting from training, sponsorship for licenses, and growth

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).

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

Analytical thinking

Trust building

Client relationships

Education

Bachelor's degree preferred

Job description

P&W Financial Group - Northwestern Mutual invites healthcare professionals in Madison, MS to transition into financial services and join a locally focused team. You will build direct client relationships, leveraging your healthcare background to tailor financial guidance and planning for medical expenses, retirement, and education.

As a Financial Advisor, you’ll develop comprehensive plans and provide ongoing support while benefiting from training, sponsorship for licenses, and growth