Financial Planner with Healthcare Background

Job Description

Job Description

Benefits :

Stipend

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 Conrad District of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career :

• Build Direct Client Relationships : Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare 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.

Meet Our Lake Charles Leader, Jonathan Conrad :

As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college. He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and the broader community.

Outside of work, Jonathan is a devoted family man with four children. He actively coaches his kids' sports teams and enjoys baseball and golf. He also serves as a pastoral counselor at St. Martin de Porres Catholic Church and participates in the Real Men Wear Pink campaign for the American Cancer Society.

Jonathans leadership is defined by his dedication to others, both in his professional and personal life. He leaves a lasting impact through his mentorship and community involvement.

About Us : Join the winning team at the Conrad District of Northwestern Mutual, where excellence meets community impact. Recognized as a top workplace in New Orleans and beyond, our network has earned prestigious honors, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023 .

As the largest financial firm in Southwest Louisiana, boasting seven Certified Financial Planners (CFPs) within our district, we are committed to fostering growth and leadership development among our team. Our dedication extends beyond financial services, as we passionately support transformative community initiatives such as Up for Downs, Womens Leadership Academy, Alexs Lemonade Stand Foundation, and the Salvation Army.

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

Flexible work from home options available.