Impactful Financial Advisor | Flexible Schedule & Growth

Northwestern Mutual Syracuse

City of Syracuse (NY)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

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 Representative to help individuals and businesses achieve financial goals through tailored insurance solutions and planning. You will build long-term client relationships, understand needs, and provide personalized solutions.

Join a team dedicated to growth, mentorship, and community impact, with a flexible schedule and strong advancement opportunities in a supportive, purpose-driven environment.

Qualifications

  • Bachelor's degree in finance, business, or related field.
  • Experience in financial services or insurance is beneficial but not required.
  • Strong interpersonal and communication skills.
  • Ability to build trust and rapport with clients.

Responsibilities

  • Client Consultation: Engage with clients to understand financial goals and concerns.
  • Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies.
  • Ongoing Support: Monitor and adjust client plans as needs change.
  • Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills
Communication skills
Analytical thinking
Networking

Education

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

Job description

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

Join a team dedicated to growth, mentorship, and community impact, with a flexible schedule and strong advancement opportunities in a supportive, purpose-driven environment.

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