Financial Planner with Healthcare Background

Join Hlubek District – Northwestern Mutual as a Financial Planner in Quincy, Adams County, leveraging your healthcare experience to guide clients toward financial security. Competitive salary of $106,924.25 plus performance bonuses.

Key Responsibilities

• Develop personalized financial plans for individuals and families, focusing on retirement, insurance, and investment strategies.
• Build and maintain direct client relationships, translating complex healthcare knowledge into clear financial advice.
• Conduct comprehensive needs analyses, risk assessments, and wealth‑building recommendations.
• Collaborate with a multidisciplinary team to ensure clients receive holistic financial and health‑related guidance.
• Stay current on industry regulations, market trends, and healthcare policy changes that impact financial planning.

Requirements & Qualifications

• Background in healthcare (clinical, administrative, or allied health) with strong interpersonal skills.
• Licensing or willingness to obtain necessary financial planning certifications (e.g., CFP, Series 6/7).
• Excellent communication, analytical, and problem‑solving abilities.
• Self‑motivated, detail‑oriented, and capable of managing a flexible schedule.

Benefits & Perks

• Retirement bonus based on performance
• Company parties and team events
• Dental, health, and vision insurance
• Flexible work schedule
• Opportunities for advancement and professional development
• Comprehensive training and mentorship programs

Salary

Fixed annual salary: $106,924.25

Frequently Asked Questions

Do I need a financial planning license to apply?

A healthcare background is required; licensing (e.g., CFP, Series 6/7) can be obtained after hiring with company support.

What type of schedule is offered?

The position offers a flexible schedule, allowing you to balance client meetings and personal commitments.

What benefits are included?

Benefits include retirement performance bonus, dental, health and vision insurance, company events, and professional development opportunities.