Financial Planner, Healthcare Background

Northwestern Mutual

Financial Planner leveraging healthcare expertise at The Zara Group of Northwestern Mutual. Build client relationships and develop personalized financial plans while making a meaningful impact on lives.

Posted 4/8/2026full-timeChesterfield • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $76,000 - $98,000 per yearWebsite

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

A bachelor's degree is highly preferred, but not required.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Comp & perks

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking

Soft Skills

interpersonal skillscommunication skillsbuilding trustrapport building

Certifications

Series 6Series 63state insurance licenses