Financial Planner | Flexible Schedule & Growth Path

Northwestern Mutual Syracuse; City of Syracuse (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Training & development

Opportunity for advancement

Company parties

Job summary

Northwestern Mutual Syracuse is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored financial strategies.

The role offers training, mentorship, and licensing support, with a strong emphasis on community engagement and a culture focused on purpose, growth, and service in the Central New York area.

Qualifications

• Bachelor’s degree in finance, business or related field preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Licenses such as Series 6, 63 and state insurance licenses; training and sponsorship available.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients’ assets and income.
• Provide ongoing support and updates to reflect changing circumstances.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual Syracuse is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored financial strategies.

The role offers training, mentorship, and licensing support, with a strong emphasis on community engagement and a culture focused on purpose, growth, and service in the Central New York area.