What are the responsibilities and job description for the Financial Planner with Healthcare Background position at Hlubek District - Northwestern Mutual?
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 Hlubek 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: 936 Broadway St Suite E, Quincy, IL 62301
Meet Our Leaders:
Casey Hlubek – Managing Director
- How long with NM? 18 years
- Prior to? Assistant General Manager at a restaurant.
- Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.
Chris Piette – Growth Development Director
- How long with NM? 9 years
Prior to? Logistics coordinator for a trucking company. - Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.
Nick Hun – Growth Development Director
- How long with NM? 4 years
- Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation.
- Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.
Sara Skaff – Financial Representative
- How long with NM? 1 year
- Prior to? Top 10 intern who converted to full-time after graduation.
- Passionate about? Loves running, cooking, and anything outdoors.
About Us: At Hlubek District – Northwestern Mutual, our mission is simple: “To help people discover and achieve what’s possible.” Guided by our core values of Courage, Passion, and Growth, we create a culture built on strong relationships, both in and out of the office. Our team enjoys close connections, often vacationing together, holding monthly office outings, and supporting each other beyond work. We’re also deeply committed to giving back to our community, especially through local schools, where we host class talks and support causes like Alex’s Lemonade Stand. Joining Hlubek District offers more than just a career, it’s an opportunity to grow personally and professionally while making a positive impact.
Key Responsibilities:
- 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.
Qualifications:
- 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: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- 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
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.