Financial Planner 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 Striano Financial Group of 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 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 office is located at: 1515 S Federal HWY Suite 208 Boca Raton, FL 33432

Follow this link to hear about a Day in the Life of a Financial Representative with Northwestern Mutual:

Peter Striano, Managing Partner (MP):
Time with NM:
Since 1992.
Prior

Experience:

Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner.
Passionate About:
His faith and community involvement, including supporting organizations such as Our Fathers House Soup Kitchen.

Renata Carvalho, Managing Director (MD):
Time with NM:
Since 2019.
Prior

Experience:

Economist with an Executive MBA from Florida Atlantic University and extensive experience in global business management across financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives.
Passionate About:
Advocating for immigrants, women, and minorities, fostering inclusivity and equality, supporting the LGBTQ+ community, golfing, and helping individuals pursue personal and financial growth opportunities.

Linda Buccilli, Managing Director (MD):
Time with NM:
Since 2011.
Prior

Experience:

Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. She currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors.
Passionate About:
Long Term Care education and planning, spending time with family and friends, supporting her community through the Boys & Girls Clubs of Broward County, and advocating for client financial security through holistic planning.

Irene Barish, Managing Director (MD):
Time with NM:
Since 2019.
Prior

Experience:

Former Pediatric Intensive Care Registered Nurse who transitioned into financial services to create greater flexibility and long-term opportunities for her family while helping clients build confidence in their financial future.
Passionate About:
Helping clients make informed financial decisions so they can worry less and do more, spending time with her family, and balancing career success with family life alongside her husband and two sons.

• 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…