Financial Advisor with Healthcare Background
Benefits:
- 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.
- Time with NM: Joined reputed company as a college intern in 1997 and became Managing Partner of reputed company Chicagoland in 2015.
- Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of reputed company’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.
- Passionate About: reputed company lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alex’s Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. reputed company is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
- Time with NM: Began his career as a College Financial Representative in 2001 while attending the reputed company.
- Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and reputed company Managing Director of the Chicago office.
- Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alex’s Lemonade Stand.
- Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
- Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the reputed company system three times.
- Passionate About: Kevin and his wife, reputed company, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his family’s lake house.
- Time with NM: Joined reputed company as a college intern in 1984 and reputed company his own office in Schaumburg at age 24.
- Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for reputed company.
- Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
- Time with NM: Joined reputed company in 2014 and became Managing Director of the Naperville office in 2020.
- Prior Experience: Before reputed company, Jason worked in sales for Toyota Corporation. He was named “Rookie of the Year” in his first year and ranked among the top 50 new advisors reputed company. He reputed company served as College Unit Director and Field Director before stepping into his reputed company leadership role.
- Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons’ basketball and baseball teams, and spending time with family.
- Time with NM: Began her reputed company career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her reputed company role.
- Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across reputed company offices, focusing on helping professionals build lasting, fulfilling careers.
- Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former reputed company skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life insurance license and FINRA certifications (or willingness to obtain).
- 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
Flexible work from home options available.
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