Financial Planner with Healthcare Background

Job Description

Job Description

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 Northwestern Mutual - Puget Sound!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare 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:

• Seattle: 601 Union St. #2500, Seattle, WA. 98101
• Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004 
• Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402 

Follow this link to hear about a Day in the Life of a Financial Representative with Northwestern Mutual:

Meet Our Team:

Josh Johnston, Managing Partner (MP):

• Time with NM: 8 years.
• Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
• Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.

Blake Ozuna, District Director (DD):

• Time with NM: 9 years.
• Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
• Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.

Thomas Steingrebe, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
• Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.

Victoria Nenchev, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
• Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.

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.
• 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: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Position Perks:

• Performance-based compensation with uncapped earning potential:
  • Average vs Top 25%
  • Year 1 | $76,000 - $193,000
  • Year 3 | $103,000 - $202,000
  • Year 5 | $139,000 - $289,000
  • Year 10 | $234,000 - $490,000
  • Year 15 | $341,000 - $790,000
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.