Financial Advisor with Healthcare Background at Northwestern Mutual in PA-Jamison-18929
- Company: Northwestern Mutual
- Location: PA-Jamison-18929
- Posted: Sep 17, 2026
- Type: Full-time
- Salary: $84,000.00 - $95,000.00 per year
- Visa sponsorship available
Overview
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Bucks County! 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…
Job description
- Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Bucks County!
- 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.
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.
- 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.
Requirements
- 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).
Skills
Required
- Analytical thinking
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- 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
- Industry Leading Compensation
- Mentorship Program offering new agents the necessary fundamentals
- Ongoing Specialized Training
- Dedicated In-House Administrative Support
- Career Advancement Opportunities
- Company Full of Successful Leaders
- Collaboration with highly productive peers
- Compensation: $84,000.00 - $95,000.00 per year
About Northwestern Mutual
Time with NM: Over 30 years. Prior Experience: Tom began his Northwestern Mutual career as an intern while earning his degree and joined full-time after graduation. Over the past three decades, he has built a successful practice centered on providing a holistic financial planning approach that brings families peace of mind and confidence through every stage of life. Passionate About: Tom is a devoted family man with three children. One of his daughters works alongside him in operations and client relations. Outside of work, he enjoys spending time with his family and relaxing on the water in his boat. Time with NM: 5 years. Prior Experience: Before joining Northwestern Mutual, Jessica worked in the automotive industry as a Business Development Manager, where she developed expertise in relationship building and business growth. Passionate About: Jessica enjoys spending time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family. Time with NM: 10 years. Prior Experience: Eric joined Northwestern Mutual after building his career in the construction industry. Passionate About: Eric and his wife, Ashley, are high school sweethearts who both attended Penn State University, where their oldest daughter is now a student. They also have a younger daughter and a beloved dog named Jamie. In his free time, Eric enjoys networking events, trivia nights, and spending time with his family.