Financial Advisor with Healthcare Background
Louisville Group of Northwestern Mutual
Benefits: Retirement 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 the Louisville Group of Northwestern Mutual! 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 offices are located at: 140 Whittington Parkway, Louisville, KY 40299 400 E Market Street Louisville, KY 40202 Ste. 200 About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 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. 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). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work‑Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company‑funded pension and contributions to PFGF, our version of a profit‑sharing retirement plan designed to support your long‑term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Flexible work from home options available. #J-18808-Ljbffr Louisville Group of Northwestern Mutual
- Overview Who We Are: At Corebridge Financial, we believe action is everything. We partner with financial professionals and... ...community members who work in healthcare, higher education, K-12, government... ...are searching for a Financial Advisor to provide a personalized...Suggested16 hoursImmediate startRemote work
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more... ...for community members who work in healthcare, higher education, K-12, government...SuggestedLocal areaImmediate startRemote work
- ...while you make a difference at Trilogy Health Services - a senior living provider with the continuous goal of being the Best Healthcare Company in The Midwest. Position Overview The Financial Analyst position is part of the Financial Planning & Analysis team that is...SuggestedWeekly payLocal area
$20 - $23 per hour
...serve to make better and smarter financial decisions and enabling the... ...in their potential. A career with U.S. Bank gives you a wide,... ...process, which includes a criminal background and credit check. Failure to... ...industry preferred Benefits Healthcare (medical, dental, vision)...SuggestedTemporary work- ...job. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures... ...Role As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized... ...way: Responsibilities No finance background? No problem—no experience needed...Suggested
- Transform Lives as a Financial Advisor at Northwestern Mutual Louisville! Are you ready to embark... ...clients to live more and worry less with personalized financial plans. Comprehensive... ...We’re Looking For: We welcome diverse backgrounds, including financial services, business...Visa sponsorship
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...award-winning training programs equip you with the education, skill-building, and... ...Financial Representative, a national criminal background check is required. Should the...Full timeContract workFor contractorsWork at office- ...guided by a common purpose to help make financial lives better through the power of every... ...America is committed to an in‑office culture with specific requirements for office‑based... ...and to submit to the required SAFE Act background check. Failure to obtain and/or maintain...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...is committed to an in-office culture with specific requirements for office-based... ...and to submit to the required SAFE Act background check. Failure to obtain and/or maintain...Temporary workWork at officeMonday to FridayShift workDay shift
- Role By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing...Immediate start
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...through a personal relationship with their advisory team committed to their... ...team represents an array of different backgrounds and bring their unique perspectives, ideas...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...structured office engagement with the autonomy of virtual work,... ...would provide an equivalent background. Preferred Skills, Capabilities... ...and communities - and making healthcare simpler. We are a Fortune 25... ..., wellness programs and financial education resources, to name...Temporary workWork at officeLocal areaShift work2 days per week1 day per week
- The Louisville Group of Northwestern Mutual in Louisville, KY seeks candidates to transition their healthcare expertise into a rewarding financial services career. You'll help clients achieve financial goals through personalized insurance solutions and planning, develop...Remote jobWork from homeFlexible hours
- Financial Operations Specialist Location: Virtual. This role enables... ...to work virtually full-time, with the exception of required in-... ...would provide an equivalent background. Preferred Skills, Capabilities... ...and communities - and making healthcare simpler. We are a Fortune 25...Full timeTemporary workWork experience placementWork at officeLocal area1 day per week
- A community-focused financial organization is seeking a Financial Relationship Advisor I in Clarksville, Indiana. The role involves supporting and educating members about credit union services, processing transactions, and fostering long-term relationships. Ideal candidates...
$58.44k - $93.5k
A financial services provider located in Louisville, Kentucky, is seeking a Personal Financial Counselor for military installations. The role involves providing personal financial counseling to military service members and their families, assisting them in managing financial...- Park Community Credit Union in Louisville, Kentucky is seeking a motivated Financial Relationship Advisor I. The ideal candidate will support members with their credit union needs, processing transactions and resolving issues while advocating for financial wellness. Essential...
- Trilogy Health Services, LLC is seeking a Financial Analyst to join its Financial Planning & Analysis team in Louisville, KY. This position involves transforming data into actionable recommendations and enhancing operational and financial performance through strategic financial...Weekly pay
- ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ...process, which includes a criminal background and credit check. Failure to meet or maintain...
$1,000 per month
...Overview College Financial Representatives in the internship program... ...come from varying academic backgrounds and experiences, begin to build... ...your life and your classes. With the option to participate in... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hours- A leading national financial services firm is seeking a Financial Advisor in Louisville, KY. In this role, you'll foster client relationships and offer personalized financial strategies to help clients reach their goals. The position includes comprehensive training, earning...
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial...Full timeWork at officeFlexible hours- Western & Southern Life is seeking a Financial Representative in Louisville, Kentucky. This role involves educating middle-income clients... ...plans, making client contacts, and maintaining compliance with regulations. A high school diploma is required; a bachelor's degree...
- A major financial services firm is seeking a Financial Advisor in Louisville, KY. This role involves building and managing client relationships, developing personalized... ...a Bachelor's degree and entrepreneurial ambitions, with strong communication and relationship-building...
- A growing university located in Louisville, KY is seeking a Financial Aid Counselor to provide comprehensive counseling to students regarding... ...procedures. The university encourages applicants from diverse backgrounds and offers a supportive community focused on student success....
- A leading financial services firm is seeking a Financial Advisor to help clients with personalized financial planning. This role involves building a client base, presenting financial solutions, and working in a supportive, mentorship-driven environment. Ideal candidates...Flexible hours
- ...Bellarmine University is a dynamic, growing university with a strong liberal arts focus in the Catholic higher... ...employer and encourages applicants with diverse backgrounds to apply. Job Description The Office of Financial Aid invites qualified applicants to apply for the...Full timeWork at officeFree visa
- A Fortune 500 financial services company in Louisville is seeking a Financial Representative to assist clients with their financial needs and provide tailored solutions. The ideal candidate will possess strong interpersonal skills and a customer-focused mindset. This position...
- A financial services company in New Albany seeks entry-level financial advisors to create personalized solutions for clients. The role includes comprehensive support for licensing and training, with no prior finance experience required. Candidates will benefit from mentorship...
- A leading financial services firm is seeking a dedicated financial advisor in Louisville to enhance client acquisition efforts. This role provides extensive marketing support, operational relief, and mentoring to ensure growth. The ideal candidate will have 3 to 7 years...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor with Healthcare Background. Be the first to apply!
- jde finance consultant Louisville, KY
- financial advisor Louisville, KY
- financial planner cfp Louisville, KY
- financial planner Louisville, KY
- financial planning assistant Louisville, KY
- financial advisor associate Louisville, KY
- financial counselor Louisville, KY
- financial planning associate Louisville, KY
- finance associate Louisville, KY
- estate planning consultant Louisville, KY


