Financial Advisor: Build Client Wealth and Growth

Northwestern Mutual Syracuse; City of Syracuse (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Retirement plan

Performance bonus

Dental insurance

Flexible schedule

Health insurance

Company events

Training & development

Job summary

Northwestern Mutual Syracuse is seeking a Financial Advisor who can guide clients toward financial protection and planning goals. The role emphasizes teamwork, client relationships, and ongoing development within a supportive district office.

Candidates should have a finance or business degree, strong communication and analytical skills, and the ability to obtain state licenses with training provided. Sponsorship for licenses is considered.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and the capability to build lasting client relationships.
• State insurance licenses required with training and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to protect assets and plan for long-term security.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical skills

Relationship building

Client networking

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual Syracuse is seeking a Financial Advisor who can guide clients toward financial protection and planning goals. The role emphasizes teamwork, client relationships, and ongoing development within a supportive district office.

Candidates should have a finance or business degree, strong communication and analytical skills, and the ability to obtain state licenses with training provided. Sponsorship for licenses is considered.