Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits:

• 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 Barish Financial - 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 office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432

Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:

• Support: Enabling clients to achieve financial confidence and security.
• Inclusivity: Fostering a welcoming environment for diverse communities and talent.
• Education: Providing knowledge and advocacy to support informed financial decisions.
• Compassion: Offering empathetic and personalized support to clients.
• Excellence: Striving for the highest standards in service and professional growth.

Meet Our Team:  

Irene Barish, Managing Director and Financial Advisor:

• Time with NM: Since 2019
• Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care.
• Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.

Michael Velez, Growth Development Director:

• Time with NM: Since 2018
• Previous experience: Led teams in the call center industry, building a strong foundation in leadership, performance development, and team growth.
• Passionate about: Helping others professionally and within the community; serving on the board of Florida Atlantic University; educating and empowering the Spanish community on financial options and financial freedom; prioritizing wellness through breathwork, sauna, and cold plunges; enjoying soccer (especially Real Madrid), tennis, and pickleball; married with two children. 

Caleb Posey, CFP®, Financial Advisor:

• Time with NM: 4.5 years
• Previous experience : Accounting background, including auditing regional healthcare entities and prior experience in tax preparation.
• Passionate about: Spending time with family and his girlfriend, Lia; staying active through pickleball; traveling locally and internationally; exploring new restaurants; spending time on or near the water; catching up on the latest TV series; training for the Lunar New Year Half Marathon in Biscayne Bay; watching Florida Panthers hockey, Miami Heat basketball, and playoff football.  

Francois Truong, Growth Development Director:

• Time with NM: 4 years
• Previous experience: Director of Player Development at Hard Rock Hotel and Casino, managing relationships with high-value clients and leading the Asian Marketing team to enhance client experience and market growth; ventures in real estate fix-and-flips and the fitness apparel industry.
• Passionate about: Spending quality time with family through cooking, outings, and actively participating in his children’s sports practices; maintaining a healthy lifestyle through fitness and gym routines; exploring new culinary experiences and cooking new dishes.

Craig Jay McLane, CFP®, ChFC®, CLTC®, Wealth Management Advisor and Growth and Development Director:

• Time with NM: 9 years
• Previous experience: Joined Northwestern Mutual after graduating from the College of William and Mary, where he played collegiate baseball.
• Passionate about: Spending time with his wife, son, cat Fin, and dog Leo; scuba diving; watching professional sports; hosting barbecues with friends; spending time on the water.

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. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.