Financial Planner with Healthcare Background

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company car
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Healthcare Expertise into Financial Services with KMO 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 thriving offices are located at:

• 5251 W. 116th Place Suite 300 Leawood, KS 66211
• 2345 Grand Blvd Kansas City, MO 64108
• 8621 E 21st Street Suite 150 Wichita, KS 67206

Meet Our Local Team:

Lesle Griessel, CLU®, ChFC®, Managing Partner:

• Time with NM: Since 2002
• Previous experience: Started as a college intern and advanced through multiple leadership roles, including Associate Managing Partner (appointed in 2019 as one of the first in the company and first female), and appointed Managing Partner in September 2025.
• Passionate about: Spending time with her husband and two daughters, marathon training, yoga, cheering on her daughters in sports, and enjoying the outdoors with her family.

Joey Scott, RICP®, Financial Advisor & District Director:

• Time with NM: Since 2016
• Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles.
• Passionate about: Growing his practice alongside his team, building long-term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.

Anthony Gurera, Financial Advisor & Growth and Development Director:

• Time with NM: Since 2018
• Previous experience: Began as a Northwestern Mutual intern and transitioned into a full-time advisor upon graduating from Rockhurst University with a double major in Finance and Economics. Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team operations, and practice management, while also supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri.
• Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.

Cannon Kern, Financial Advisor:

• Time with NM: 2 years
• Previous experience: Engineer and project manager prior to joining Northwestern Mutual.
• Passionate about: Spending time with family and enjoying life with his new baby girl.

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.

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