Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor with Healthcare Background

Northwestern Mutual - Lawhon Network

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 the Lawhon Network of 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 district offices are located at:
  • 500 E Broward Blvd, Fort Lauderdale, FL 33394
  • 201 Alhambra Cir, Coral Gables, FL 33134
  • 19950 W Country Club Dr, Aventura, FL 33180
  • 100 SE 2nd St, Miami, FL 33131
  • 4501 Tamiami Trl N, Naples, FL 34103
Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network:

Meet Our Team: 

Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale:
  • Time with NM: 15 years.
  • Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization.
  • Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.
TJ Pacchioli – Wealth Management Advisor, Managing Director of Miami:
  • Time with NM: 15 years.
  • Prior Experience: Former college football athlete prior to joining Northwestern Mutual.
  • Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.
Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples:  
  • Time with NM: 12 years.
  • Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.
  • Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.
Brian Reas – Managing Director of Aventura:
  • Time with NM: 20 years.
  • Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since.
  • Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his children’s sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Children’s Hospital.
Robert Poleo – Managing Director of Coral Gables:
  • Time with NM: 25 years.
  • Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
  • Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.
Emmy Iragorri – Chief Recruitment Officer:
  • Time with NM: 7 years.
  • Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.
  • Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.
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. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Vacancy posted 21 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor with Healthcare Background in Miami, FL vacancy
  •  ...Team at Lawhon Network of Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Lawhon Network! Why Current and Former Athletes... 
    Suggested
    Internship
    Work at office
    Work from home
    Home office
    Flexible hours

    Northwestern Mutual - Lawhon Network

    Miami, FL
    21 days ago
  •  ...common purpose to help make financial lives better through the power...  ...committed to an in-office culture with specific requirements for...  ...:As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...submit to the required SAFE Act background check and registration... 
    Suggested
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  •  ...America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible...  ...inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and... 
    Suggested
    Full time
    Temporary work
    Day shift

    Bank of America

    Coral Gables, FL
    2 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm,...  ...advisors have come from a variety of career backgrounds, including outside sales, business... 
    Suggested

    Thrivent Financial for Lutherans

    Miami, FL
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward...  ...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’...  ...unique experiences and professional backgrounds. We value an inclusive... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Miami, FL
    3 days ago
  •  ...large employers, state/federal governments, unions, and payers with unique healthcare solutions aimed at reducing obesity, improving employee...  ...Finance team. This role will play a critical part in supporting financial planning, budgeting, forecasting, business analysis, and... 

    eMed

    Miami, FL
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...California; Tucson, Arizona To proceed with your application, you must be at least...  ...team represents an array of different backgrounds and bring their unique perspectives, ideas... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  •  ...solutions to clients to help them achieve their financial goals. Key responsibilities include...  ...needs and asset thresholds, meeting with clients to review financial and investment...  ...and to submit to the required SAFE Act background check and registration process. Failure... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Coral Gables, FL
    2 days ago
  • Job Description Bank of America's Healthcare Education and Not For Profit (HENFP) banking group...  ...of the Commercial Bank and supports the financial needs of a variety of 501c3 not for...  ...the Commercial Credit Manager, partners with Relationship Management and Treasury Sales... 
    Shift work
    Day shift

    Bank of America

    Miami, FL
    18 hours ago
  •  ...the world what’s possible as you partner with clients to unlock hidden value and...  ...integrated, payroll, cloud-based HR and financial management solutions that put organizations...  ...fundamentally, as a person. We prize diversity in backgrounds and perspectives. Whatever your unique... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Miami, FL
    15 hours ago
  • A dynamic company is seeking passionate individuals to secure families' financial well-being. The role offers virtual client consultations, flexible work from home, and incentives such as no cold calling and weekly pay. Candidates should be motivated and adaptable, ready... 
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    Medium

    Miami, FL
    4 days ago
  •  ...Doctors HealthCare Plans, Inc. is seeking a Financial Analyst - Fraud, Waste and Abuse (FWA) to identify and investigate suspicious healthcare claims and...  ...candidate will have a Bachelor's degree and experience with large healthcare data sets, Excel, SQL, and PowerBI, and... 

    DOCTORS HEALTHCARE PLANS, INC.

    Coral Gables, FL
    3 days ago
  •  ...technologies power these organizations with modern cloud-based and AI-enabled solutions...  ...diversity of ideas, experiences and backgrounds.You are a confident Consultant who spots...  ...innovation.Become a trusted expert and advisor to your clients, team, and Accenture Leadership... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Miami, FL
    4 days ago
  •  ...Job Title Financial Analyst Location Doral, FL 33122 US (Primary) Category...  ...Prescient Edge, we believe that acting with integrity and serving our employees is the...  ...performance bonus opportunities. Comprehensive healthcare benefits, including medical, vision,... 
    Full time

    Prescient Edge

    Miami, FL
    4 days ago
  •  ...About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and...  .... The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal... 

    Coastal Wealth

    Miami, FL
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship...  ...who come from varying academic backgrounds and experiences, begin to build...  ...your life and your classes. With the option to participate in...  ...Financial Representative or Advisor role upon graduation. Qualifications... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Miami, FL
    4 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping...  ...plan participants. Build Networks: Develop relationships with referral sources, centers of influence, and external partners... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Miami, FL
    1 day ago
  • $79k - $127k

     ...is an independent wealth management firm with an endless passion for enriching the lives...  ...to perfect our craft of personalized financial planning with our team-based Roundtable and...  ...office in Florida is looking for a Financial Advisor working as part of an advisory team to... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Miami, FL
    4 days ago
  •  ...Financial Consultant In Wealth And Investment Management Wells Fargo...  ...as part of Wells Fargo Advisors. Learn more about the career...  ...this role you will: Work with the Financial Advisor in providing...  ...fitness and criminal background standards. A current credit report... 
    Hourly pay
    Minimum wage
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Miami, FL
    3 days ago
  • $150k - $300k

     ...keeping what you produce?At PrideStaff Financial, we’re offering a true entrepreneurial opportunity...  ...deskDevelop client relationships with CFOs, Controllers, and business...  ...ForExperienced recruiters (agency or staffing background preferred)Proven billers or those ready... 
    Contract work

    PrideStaff

    Miami, FL
    3 days ago
  • $260k - $365k

     ...senior level Associate in the Financial Regulatory & Compliance...  ...have the opportunity to work with clients, large and small, from...  ...who possess a strong academic background and excellent legal research,...  ...vision care, life insurance, Healthcare and Dependent Care Flexible Spending... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Miami, FL
    15 hours ago
  •  ...valued member of our interdisciplinary healthcare team, you will play a crucial role in ensuring...  ...reputation. You will work closely with our clinical staff, administration, and...  ...successful completion of a Florida AHCA Level 2 background screening in accordance with state... 

    North Dade Nursing & Rehabilitation Center

    Miami, FL
    13 days ago
  •  ...Holidays. ~401(k) Retirement Plan with 50% Employer Match. ~ Paid...  ...Winning Wellness Program and Healthcare Premium Incentives. ~...  ...accurately and fairly through financial sources to secure approval....  ...completion of a thorough drug and background screening to include MVR.... 
    Contract work
    Temporary work
    Local area

    Bean Automotive Group

    Miami, FL
    3 days ago
  •  ...company's infrastructure growth and long-term financial strategy. Working alongside senior...  ...capital structure. You will work closely with senior leadership and regularly engage...  ...a range of educational and professional backgrounds including software development, energy,... 
    Temporary work
    Work at office

    Hut 8

    Miami, FL
    3 days ago
  • $100k

     ...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients...  ...ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to... 
    Permanent employment
    Full time
    Work at office
    Local area

    Florida Financial Advisors

    Miami, FL
    13 days ago
  •  ...customers around the world to reach their financial goals. Our advisor-led wealth management businesses...  ...endowments. PWM Teams work one-on-one with clients to advise and deliver...  ...Advisor, you will: Leverage your unique background and experiences to build a business within... 

    Goldman Sachs

    Miami, FL
    2 days ago
  •  ...RIA Financial Advisor Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes...  ...HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American... 
    Remote work
    Flexible hours

    The Misch Group

    Miami, FL
    18 hours ago
  • $70.35k - $205.8k

     ...technologies power these organizations with modern cloud-based and AI-enabled solutions...  ...diversity of ideas, experiences and backgrounds. You are a confident Consultant who spots...  .... Become a trusted expert and advisor to your clients, team, and Accenture Leadership... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Miami, FL
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...perspectives individuals bring from all backgrounds and career paths - whether shaped by military...  ..., you can build a successful career with opportunities to learn, grow, and make an... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Coral Gables, FL
    2 days ago
  •  ...optimize their performance in the current financial markets. Our dedication lies in offering...  ...within a professional setting. Designed with a focus on enabling professionals to...  ...a diverse community of individuals with backgrounds in investment banking, quantitative trading... 
    Full time
    Remote work
    Flexible hours

    T3 Global

    Miami, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor with Healthcare Background. Be the first to apply!