Financial Advisor with Healthcare Background at Northwestern Mutual in TX-Austin-78702
- Company: Northwestern Mutual
- Location: TX-Austin-78702
- 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 Blake District - Northwestern Mutual! 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 …
Job description
- Transition Your Healthcare Expertise into Financial Services with Blake District - Northwestern Mutual!
- 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.
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.
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
How long with NM? Brian has been with Northwestern Mutual for 23 years. Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Time with NM: Jon has been with Northwestern Mutual for 12 years. Prior Experience: Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills. Passionate About: In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family. Time with NM: Blake has been with Northwestern Mutual for 8 years. Prior Experience: He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth. Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level. Time with NM: Allison has been with Northwestern Mutual for 14 years. Prior Experience: She started her career with the company as a college intern, building her expertise and leadership skills from the ground up. Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends. About Us: The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Children’s Hospital, FORE Kids, and Alex’s Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve.