Client Advisor - Competitive Drive Wanted

Northwestern Mutual Syracuse; City of Syracuse (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Syracuse is seeking a Financial Advisor to engage clients, understand their financial needs, and provide personalized guidance. You will design tailored strategies, review plans, and build a durable client base with support from a strong planning team.

The role emphasizes teamwork, discipline, and a commitment to helping families secure their financial future, with opportunities for training, advancement, and performance-based rewards.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets and plan for long-term security.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationships

Education

Bachelor's degree in finance, business, or related discipline

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Northwestern Mutual Syracuse!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual Syracuse!

Why Current and Former Athletes Could Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:

1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

Our thriving district office is located at:

34 Aspen Park BLVD, East Syracuse, NY 13057

Meet Our Team:

Geoff Henderson, District Director:

• Time with NM: Over 10 years
• Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.)
• Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.

Tim Shields, Private Wealth Advisor:

• Time with NM: Over 9 years
• Prior to NM: Fixed income portfolio manager.
• Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics.

Tim Barnhart, Financial Advisor:

• Time with NM: Over 24 years
• Prior to NM: Joined Northwestern Mutual as a college intern.
• Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends Society

Zac Mekker, Field Director/Financial Advisor:

• Time with NM: Over 3 years
• Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District.
• Passionate About: Coaching swim, supporting his children's activities, hiking, traveling, and staying active through sports.

Key Responsibilities:

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications:

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits:

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.