Financial Advisor Healthcare Background

Benefits:

• 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 Greater Hartford Wealth Management of Northwestern Mutual!

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 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 growing office is located at: 29 S Main St. Ste 201 West Hartford, CT 06107

Meet Our Local Team:

Time with NM:
Since 2011

Previous experience:
Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support back-office operations and business strategy.

Passionate about:
Developing people, expanding impact through leadership, and helping both clients and advisors achieve long-term success. Outside of work, she is a proud single mother of three, enjoys traveling and experiencing new cultures, loves music and dancing, and values spending time outdoors, especially during the summer months.

Time with NM:
Since 2016

Previous experience:
Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full-time role and becoming an integral member of the leadership team.

Passionate about:
Building long-lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

Time with NM:
Since 2020

Previous experience:
Made a purposeful career change from another role in finance at age 26. Holds an English minor and a business minor, which shape her strong communication skills and analytical approach. She now focuses on recruiting, developing, and supporting advisors, with particular strength in mentoring career changers and growth-minded professionals.

Passionate about:
Helping clients achieve long-term financial security, mentoring the next generation of advisors, reading, continuous learning, and taking on new challenges with curiosity and intention.

Time with NM:
Since 2024

Previous experience:
Actuary (FSA) with a background in actuarial science, data and analytics, healthcare finance, underwriting, pricing, reserving, FP&A, and actuarial modeling. Entered Northwestern Mutual with deep product knowledge equivalent to decades of industry experience and a strong professional network of over 2,000 contacts, which helped him transition quickly and build early momentum.

Passionate about:
Spending time with his wife and their three children. Enjoys family golf, skiing, and travel, along with music, thought‑provoking puzzles, finance, and making a meaningful impact by helping others.

Time with NM:
Since 2022

Previous experience:
Law…