Financial Advisor with Healthcare Background
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 Northwestern Mutual - Bucks County! 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 thriving office is located at: 2500 York Rd, Suite 200, Jamison, PA 18929 Meet Our Leaders: Tom Gallina - Managing Director: 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. Jessica Hamilton - Talent Acquisition & Growth Manager: 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. Eric Knoblauch - Growth & Development Director: 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. 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. 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. Position Perks: 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 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). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tom Galina is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. #J-18808-Ljbffr Northwestern Mutual
- ...is seeking professionals transitioning healthcare expertise into financial services to build a rewarding practice. You will engage directly with clients to understand their financial... ...retirement. Leverage your healthcare background to guide clients through major life stages...Suggested
$80k - $200k
...Job Description Financial Advisor Vista Wealth Solutions | MassMutual Multiple... ...Advisor, you will work directly with individuals, families, and business owners... ...interested in professionals from a variety of backgrounds, including both experienced financial...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...-winning training programs equip you with the education, skill-building, and... ...Financial Representative, a national criminal background check is required. Should the...SuggestedFull timeContract workFor contractorsWork at office$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military... ..., you can build a successful career with opportunities to learn, grow, and make an...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...Financial Aid Office Assistant Students will assist with clerical tasks as part of the daily operation of the Financial Aid Office. Essential Duties and Responsibilities: General Office duties including filing, scanning, and copying Answering phones, taking...SuggestedWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program... ...come from varying academic backgrounds and experiences, begin to... ...your life and your classes. With the option to participate in... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice...Full timeInternshipLocal area- ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Somerton... ...and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations...Full timeTemporary workPart timeWork experience placementWork at office
$80k - $220k
At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive...$80k - $220k
...Job Description At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses...- ...common purpose to help make financial lives better through the power... ...committed to an in-office culture with specific requirements for... ...As a Financial Solutions Advisor Stage I (FSA I), your journey... ...submit to the required SAFE Act background check and registration process...Work at officeImmediate startMonday to FridayShift workDay shift
- ...thrive. We encourage candidates to connect with their recruiter and hiring manager to... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...position will be subject to additional background checks as required by Consumer Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$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$21 per hour
...our lobbies. You're comfortable enough with technology to demonstrate how to use our... ...opportunities to help them achieve their financial goals by providing personalized advice and... ...the candidate successfully passing a background check, which may include initial credit,...Local area- ...role helps customers progress toward their financial goals through planning, digital... ...easier for customers to manage their banking with confidence. Relationship Bankers will build... ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the...Temporary workWork experience placementImmediate start
- ...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...for customers to manage their banking with confidence. Relationship Bankers will... ...enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA...Temporary workWork experience placementImmediate start
- ...PNC Financial Services Group, Inc. in New Jersey is seeking a Personal Banker to grow the branch customer base through proactive sales... ...educating customers on digital tools and services, and collaborating with ecosystem partners to expand relationships. Strong relationship...
- ...inclusive environment where every Partner, regardless of their background, can grow and excel. We value diversity, educate on equity, and... ...follows up on additional information neededMaintains regular contact with the Managing Loan Officer on the status of all active...Contract workLocal area
- ...creating value through lifelong relationships with our customers, communities, shareholders,... ..., C&N is committed to being the only financial institution that our customers will ever... ...goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a trusted advisor while...Full timeLocal areaFlexible hours
- ...Senior Wealth Advisor Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates... ...C&N is committed to being the only financial institution that our customers will...Local areaFlexible hours
- ...creating value through lifelong relationships with our customers, communities, shareholders,... ..., C&N is committed to being the only financial institution that our customers will ever... ...goals. At C&N, we're seeking a Senior Wealth Advisor to serve as a trusted advisor while...Local areaFlexible hours
$164.6k - $274.3k
...and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in... ...assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours$50k - $70k
...building and managing client relationships, delivering tailored financial solutions, and driving revenue growth. The position offers... ...earning potential between $50,000 and $70,000 annually, along with ongoing professional development and a high-performance environment...Full time$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct... ...Wealth Advisors work directly with a variety of business partners... ...maximize your career growth Background Check Any offer of employment is...Temporary workLocal areaFlexible hours- ...Build a Career with Purpose at Vista Wealth Solutions At Vista Wealth Solutions, we help ambitious professionals... ...development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated...Permanent employmentFull time
- ...guided by a common purpose to help make financial lives better through the power of every... ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military... ..., you can build a successful career with opportunities to learn, grow, and make an...Temporary workWork at officeFlexible hoursShift workDay shift
$79k - $127.65k
...believe health is everything. Our strength in healthcare innovation empowers us to build a world... ...responsible to our employees who work with us throughout the world. We provide an... ...& Johnson is hiring for a Senior Financial Analyst - Oncology R&D . The ideal candidate...Full timeTemporary workWork at officeLocal areaWorldwide- ...services needed to meet their individual financial needs. Incumbent will drive sales... ...facing role involves assisting customers with a variety of routine and complex financial... ..., successful completion of the required background checks and obtaining a unique identifier...Work at officeLocal area
- ...re the country's premier luxury builder with the widest range of product offerings and... ...are welcomed and where employees of all backgrounds are treated with fairness, dignity and... ...builder of luxury homes seeks a Senior Financial Analyst, FP&A for our corporate office...Work at officeLocal area3 days per week
- ...of structural steel, tubing, pipe, piling and plate products. With six locations in the United States and Canada, Triad metals is... ...Analyst evaluates the creditworthiness of businesses by analyzing financial information, assessing risk, and making recommendations on...Full timeWork at office
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