Healthcare Pro to Financial Planner - Flexible Growth

Banderman Financial Group; St. Louis (MO); 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识

Job summary

Banderman Financial Group is seeking professionals transitioning from healthcare to financial services to build direct client relationships and provide personalized guidance across life stages. You will guide clients on medical expense planning, retirement, and education funding, leveraging healthcare insights to secure financial futures.

The role offers clear advancement opportunities within Northwestern Mutual's framework, with a focus on long-term client partnerships and meaningful impact.

Qualifications

• Education: A bachelor's degree is highly preferred, but not required.
• 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

Education

Bachelor's degree preferred

Job description

Banderman Financial Group is seeking professionals transitioning from healthcare to financial services to build direct client relationships and provide personalized guidance across life stages. You will guide clients on medical expense planning, retirement, and education funding, leveraging healthcare insights to secure financial futures.

The role offers clear advancement opportunities within Northwestern Mutual's framework, with a focus on long-term client partnerships and meaningful impact.