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 Striano Financial Group of Northwestern Mutual!

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 its 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 lifes 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 office is located at: 1515 S Federal HWY Suite 208 Boca Raton, FL 33432

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

Meet Our Team:

Peter Striano, Managing Partner (MP):

• Time with NM: Since 1992.
• Prior Experience: Joined Northwestern Mutual as the agencys first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner.
• Passionate About: His faith and community involvement, including supporting organizations such as Our Fathers House Soup Kitchen.

Renata Carvalho, Managing Director (MD):

• Time with NM: Since 2019.
• Prior Experience: Economist with an Executive MBA from Florida Atlantic University and extensive experience in global business management across financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives.
• Passionate About: Advocating for immigrants, women, and minorities, fostering inclusivity and equality, supporting the LGBTQ+ community, golfing, and helping individuals pursue personal and financial growth opportunities.

Linda Buccilli, Managing Director (MD):

• Time with NM: Since 2011.
• Prior Experience: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. She currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors.
• Passionate About: Long Term Care education and planning, spending time with family and friends, supporting her community through the Boys & Girls Clubs of Broward County, and advocating for client financial security through holistic planning.

Irene Barish, Managing Director (MD):

• Time with NM: Since 2019.
• Prior Experience: Former Pediatric Intensive Care Registered Nurse who transitioned into financial services to create greater flexibility and long-term opportunities for her family while helping clients build confidence in their financial future.
• Passionate About: Helping clients make informed financial decisions so they can worry less and do more, spending time with her family, and balancing career success with family life alongside her husband and two sons.

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: 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. Peter Striano is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.