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 Wiegert District - 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 thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.

• 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.

• 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:
  If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.

• Professional Development:
  Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
• Income Potential:
  Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits.
• Support and Mentorship:
  Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance:
  Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits:
  Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact:
  Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Flexible work from home options available.