Financial Advisor Healthcare Background

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, 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.

3700 N Capital of TX Hwy, Ste 500, Austin, TX

• How long with NM? Brian has been with Northwestern Mutual for 23 years.
• Prior to? Farmer. Started at NM in college through the internship program.
• Passionate About? Family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members.

• Time with NM:
  Jon has been with Northwestern Mutual for 12 years.
• Prior
  
  Experience:
  
  Prior to his career in financial services, Jon was a restaurant owner, where he developed strong leadership and business management skills.
• Passionate About:
  In his free time, Jon enjoys spending time on the water boating and cherishing moments with his family.

• Time with NM: Blake has been with Northwestern Mutual for 8 years.
• Prior
  
  Experience:
  
  He began his career with the firm as a college intern, gaining valuable experience that shaped his professional growth.
• Passionate About: Blake is passionate about basketball, a sport he not only enjoys but also played competitively at the college level.

• Time with NM: Allison has been with Northwestern Mutual for 14 years.
• Prior
  
  Experience:
  
  She started her career with the company as a college intern, building her expertise and leadership skills from the ground up.
• Passionate About: Outside of work, Allison enjoys spending time with her husband and two children, proudly embracing life as a boy mom. She loves going to the lake on their boat, visiting amusement parks, and making memories with family and friends.

The Blake District of Northwestern Mutual is dedicated to inspiring action, maximizing potential, and building legacies across South Central Texas. Guided by our core values of innovation, gratitude, excellence, and transparency, we pair exceptional financial guidance with a deep commitment to community impact. We proudly support local causes including Dell Children’s Hospital, FORE Kids, and Alex’s Lemonade Stand, believing true success is measured by the positive difference we make in the lives we serve.

• Client Consultation:
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