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.

• Time with NM: 21 years.
• Prior
  
  Experience:
  
  Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.
• Passionate About:
  Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact.
• Follow this link to learn more about Jesse:

• Time with NM: 16 years.
• Prior
  
  Experience:
  
  Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym.
• Passionate About: A proud father to his daughter, Nick’s favorite activity is coaching her flag football club team, which he led to a championship victory last year.
• Follow this link to learn more about Nick:

• Time with NM: 7 years.
• Prior
  
  Experience:
  
  Ben joined NM shortly after earning his BA in Finance and Economics from Rider University.
• Passionate About:
  Ben is a devoted husband to his high school sweetheart, Nicole. They are expecting their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game.
• Follow this link to learn more about Ben:

• Time with NM: 6 years.
• Prior
  
  Experience:
  
  Previously worked in the private golf and country club industry as a Membership Sales Director.
• Passionate About:
  Mikayla is currently planning her wedding with her fiancé, Lucas. An avid soccer player in a local women’s league, she also enjoys frequent trips to Florida to visit her parents.
• Follow this link to learn more about Mikayla:

• 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.
• 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.

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

• Education:
  
  A bachelor’s degree is preferred.
• 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:
  Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Northwestern Mutual – Princeton