Financial Advisor with Healthcare Background

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 of Fairfield County!
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 could 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 could 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:
● Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
● Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
● Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824


Meet Our Local Team:


Alex Beilin - Managing Partner
● How long with NM? Been with NM for 30 years.
● Previous experience? Worked at TGI Fridays during college, excelling in customer service and seasonal
sales.
● Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different
cultures, as well as faith development.


Louis Pietig - Managing Director, Fairfield District Office
● How long with NM? Been with NM for 7 years.
● Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial
advisor at Wells Fargo Advisors.
● Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the
community.


Andrew Kalinowski - Managing Director, Westport District Office
● How long with NM? Been with NM for 10 years, including an internship.
● Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
● Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and
hockey (Bruins).


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

Flexible work from home options available.