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 P&W Financial Group!

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: 107 Merchant Street, Suite 2A Madison, MS 39110.

Meet Our Local Team:

Chase Patrizzi, Managing Director:

• Time with NM: 9 years.
• Previous experience: Military background, passionately served the National Guard.
• Passionate About: Family (girl dad), Children's Hospital of Mississippi and golf.

Gates Willson - Growth & Development Director:

• Time with NM: Been with NM for 5 years.
• Previous experience: Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
• Passionate about: Young Life, fitness, and strength training.

Julie Colbert, Financial Advisor:

• Time with NM: 36 years.
• Previous experience: Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
• Passionate About: Swimming, athletics, and community service.

Christopher Johnston, Wealth Management Advisor:

• Time with NM: 18 years.
• Previous experience: Old Miss graduate in Psychology, started with NM right out of college.
• Passionate About: Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.

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.

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. Chase Patrizzi is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.