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 Northwestern Mutual - St. Louis!

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 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 office is located at: 622 Emerson Road, Suite 400, Creve Coeur, MO 63141

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

Meet Our Leaders: 

Gerard Hempstead – Managing Partner (MP):

• Time with NM: 30 years.
• Prior Experience: Gerard began his career as a Certified Public Accountant (CPA) before joining Northwestern Mutual, where he has built a long-standing and impactful career in leadership.
• Passionate About: Gerard is deeply passionate about his faith, family, and giving back to the community. He also enjoys traveling and playing golf, and values building meaningful relationships both personally and professionally.

Aaron Hatcher – Growth and Development Director (GDD):

• Time with NM: Since 2019.
• Prior Experience: Aaron joined Northwestern Mutual as an intern in 2019 while attending the University of Missouri–St. Louis, where he majored in Finance. He quickly distinguished himself as a top-performing intern, ranking #1 in the Southern Region and at Winter Camp. He transitioned to a full-time Financial Advisor later that year and achieved Pacesetter 40 within his first six months. Aaron is currently pursuing his Certified Financial Planner (CFP®) designation and founded Aeon Financial within Northwestern Mutual to deliver a more personalized, client-first approach.
• Passionate About: Aaron is passionate about empowering individuals and families to build wealth and achieve financial independence. Outside of work, he is dedicated to mentoring youth in his community, teaching and writing music for local high school band students, and staying active. He enjoys playing golf, watching sports (especially as a New York Knicks fan), playing the drums, and giving back through mentorship.

Will Smith – Growth & Development Director (GDD):

• Time with NM : Since January 2025.
• Prior Experience: Will brings a diverse background across business ownership, education, and corporate roles. He has experience leading operations, managing client relationships, developing programs, and supporting organizational initiatives in fast-paced, performance-driven environments. He founded and managed a successful DJ entertainment company, overseeing operations, client relations, marketing, and financial management. 
• Passionate About: Will is passionate about helping professionals, families, companies, and banks make informed financial decisions that lead to long-term, generational impact. He is committed to educating others on what’s possible and guiding them to take meaningful action through a genuine, transparent, and relationship-driven approach.

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 highly preferred, but not required.
• 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. Gerard Hempstead is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.