Financial Advisor 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 - New Jersey!

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: 1670 Route 34, Suite 2, Wall Twp., NJ 07727 

Meet Our Leaders: 

Rick McGarry – Managing Director:

• Time with NM: 42 years.
• Prior Experience: Rick has spent his career with Northwestern Mutual, building over four decades of experience helping clients achieve financial security and long-term confidence.
• Passionate About: Rick values spending time with his family and enjoys outdoor activities such as boating, golfing, and playing softball. He also loves to travel and is a devoted New York Mets fan.

Tanner Stewart – Growth & Development Director:

• Time with NM: 17 years.
• Prior Experience: N/A.
• Passionate About: Tanner enjoys coaching his children's sports teams and spending quality time with his family. Outside of work, he loves traveling, boating during the summer, and relaxing at the beach.

Ed Spinello – Growth & Development Director:

• Time with NM: 5 years.
• Prior Experience: N/A.
• Passionate About: Ed enjoys both playing and watching sports, with football being his favorite. He also follows baseball, hockey, and basketball, and spends much of his free time staying active at the gym.

Giana Coccimiglio – Director of Talent Acquisition:

• Time with NM: 2 years.
• Prior Experience: N/A.
• Passionate About: Giana enjoys spending time with her family and friends. She loves taking dance classes, attending concerts, going on walks, and relaxing at the beach.

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. Rick McGarry is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.