Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits:

• Retirement 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 Yoder District - 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 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 Thriving Offices are Located:

• District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
• Cheyenne Office: 212 E 22nd Street Cheyenne, WY 82001
• Laramie Office: 1267 N 15th St, Suite 99 Laramie, WY 82072
• Greeley Office: 710 11th Ave Unit L45 Greeley, CO 80631

Meet Our Local Leaders:

Meet Our Team:

Haley Stevens - Chief Operating Officer:

• How long with NM? Joined Northwestern Mutual 9 years ago.
• Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
• Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 31 years.
• Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
• Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

Cory Schroeder - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 7 years.
• Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
• Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

Josh Schilt - College Unit Director & Financial Advisor:

• How long with NM? Been with Northwestern Mutual for 4 years.
• Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
• Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

Brian Campbell - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 21 years.
• Prior Experience? Began his career with NM as an intern while attending Colorado State University.
• Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

Position Responsibilities:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

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

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.