Financial Planner with Healthcare Background

Job description

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 The Zara Group of 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: 424 S.

Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017



Meet Our Leaders: 

Jim Zara – Wealth Management Advisor:

• How long with NM?
  
  34 years.


• Prior Experience?
  
  Prior to joining NM, Jim graduated from the University of Missouri's Business School.


• Passionate About?
  
  Jim is passionate about his family—his wife and their three children.
  
  Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line.
  
  He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son.
  
  Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.

Cassandra Clemens – Director of Recruitment and Selection:

• How long with NM?
  
  4 years.


• Prior Experience?
  
  Graduated from Mizzou’s Journalism School in 2010.
  
  Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years.


• Passionate About?
  
  Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating.
  
  She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family.
  
  She loves being active outdoors, especially hiking with her Chocolate Lab.

Jesstine Kemper – Financial Advisor: 

• How long with NM?
  
  6 years.


• Prior Experience?
  
  Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.


• Passionate About?
  
  Jess loves spending time with her husband and their 1.5-year-old son.
  
  They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine.
  
  Adventurous travelers, they are committed to leaving the country at least once a year, her favorite destination is Vienna, Austria.

Brian LaValle – Private Wealth Advisor:

• How long with NM?
  
  22 years.


• Prior Experience?
  
  Before joining NM, Brian worked in software sales and engineering.
  
  He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.


• Passionate About?
  
  Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren.
  
  He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.

Jakob Junker – Financial Representative:

• How long with NM?
  
  6 months.


• Prior Experience?
  
  Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.


• Passionate About?
  
  Outside of work, Jakob enjoys spending time with his fiancée Sarah.
  
  They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix.
  
  Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball.
  
  He is also a big fan of attending sporting events, especially Cardinals and Blues games.

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.

Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Required Skill Profession

Financial Specialists