Financial Planner with Healthcare Background

Job overview

The Financial Planner with Healthcare Background role is onsite in Troy, MI. Annual compensation is $84,000–$95,000. The position is with Wiegert District - Northwestern Mutual, whose Troy office is at 101 W. Big Beaver Road, Suite 500. The planner works with clients to understand financial goals and develop plans covering investments, insurance, and retirement. Ongoing plan reviews and relationship-building help clients address changing needs and work toward financial security.

What you'll do

• Consult with clients about financial goals, aspirations, and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies to protect assets and income
• monitor plans and provide updates
• adjust strategies as circumstances change
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial planner

healthcare background

troy mi

wiegert district

northwestern mutual

$84,000–$95,000/year

financial planning

client consultation

investments

insurance solutions

retirement planning

licensing sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits
• performance bonuses
• dental, health, and vision insurance
• flexible schedule
• advancement opportunities
• training and development
• licensing and credentialing sponsorship
• medical coverage, group life and disability insurance, parental benefits, mentorship, and company-funded pension and profit-sharing contributions.

Why this role

A bachelor’s degree is preferred but not required. The posting offers sponsorship and resources to obtain licenses such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Healthcare professionals are encouraged to apply their background to financial services.

About the employer

Wiegert District - Northwestern Mutual is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.