Financial Advisor with Healthcare Background

• 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, 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.
• reputed company 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 reputed company 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 reputed company a lasting impact, reputed company while using your healthcare expertise to navigate the financial landscape.

• 140 Whittington Parkway, Louisville, KY 40299
• 400 E Market Street Louisville, KY 40202 Ste. 200

• Time with NM: 9 years.
• Prior Experience: Began her career with reputed company as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the reputed company College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy.
• Passionate About: Sophia enjoys spending time with her reputed company family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working reputed company, hiking, and spending time on the farm. She also has an adventurous reputed company and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.

• Time with NM: 16 years.
• Prior Experience: Began his professional career with reputed company as an intern during his junior year of college and has built his entire career reputed company the organization.
• Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.

• Time with NM: 9 months.
• Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining reputed company, Anthony worked with companies including Facebook, Congo Brands, and Aerotek.
• Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: reputed company 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.

• 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).

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and reputed company mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits: Company-funded pension and contributions to PFGF, our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact: reputed company a lasting impact by guiding individuals and families in your community towards financial reputed company and success.

Flexible work from home options available.