Financial Advisor with Healthcare Background

Job Description

Job Description

Benefits :

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Healthcare Expertise into Financial Services with Snow Financial Group - 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.

About Us : At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to provide personalized financial solutions that empower clients to take control of their financial futures. We are committed to building long-term relationships based on trust, integrity, and expertise, helping clients make informed decisions to achieve their goals. Our team fosters an environment of professional growth, encouraging innovation and development while providing mentorship and strong support. With uncapped earning potential and the opportunity to make a lasting impact, Snow Financial Group is dedicated to both client success and career advancement.

Meet Our Leaders :

Tim Snow - Managing Director :

• How long with NM? Tim has been serving as a Managing Director for the past 20 years.
• Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership.
• Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically.

Paul Stadfeld - Wealth Management Advisor :

• How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years.
• Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills.
• Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically.

Graham Davis - Financial Advisor :

• How long with NM? Graham has been a Financial Advisor for nearly 13 years.
• Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry.
• Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone.

Natalia Margolis - Wealth Management Advisor :

• How long with NM? Has worked as a Wealth Management Advisor for over 15 years.
• Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry.
• Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones.

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 : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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

Flexible work from home options available.