Northwestern Mutual Syracuse

ProducifyX; City of Syracuse (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Licensing sponsorship

Mentorship programs

Job summary

Northwestern Mutual Syracuse is seeking motivated individuals to join our mission of helping clients achieve financial security and peace of mind. We offer entry-level openings as well as experienced financial representatives, with personalized wealth management solutions and a supportive, people-first culture.

Our team is committed to developing professionals through purpose, growth, and community involvement across Central New York, including volunteering and sponsorships.

Qualifications

• Bachelor's degree required or preferred in finance/business or related field.
• Strong interpersonal and communication skills.
• Analytical thinking and ability to build trust with clients.

Responsibilities

• Client consultation to understand financial goals and concerns.
• Develop financial plans including investments, insurance, and retirement.
• Provide ongoing support and adjust plans as life changes.
• Network to build client base through referrals and community involvement.

Education

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

Job description

At Northwestern Mutual Syracuse, we're looking for driven individuals to join our mission of helping clients achieve financial security and peace of mind. We have current openings for entry-level applicants, as well as experienced insurance/financial services leaders. Our advisors offer personalized wealth management solutions, and our supportive, people-first culture ensures every team member grows both professionally and personally. If you're passionate about making an impact and being part of something bigger, this is the place for you.

The team is committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support. Beyond the office, they are deeply invested in the Central New York community, supporting organizations such as the Ronald McDonald House of CNY, Camp Good Days and Special Times, the Samaritan Center, the Salvation Army, and the Alex's Lemonade Stand Foundation through hands-on volunteering, sponsorships, and fundraising efforts. This commitment to people, both professionally and personally, creates a meaningful opportunity for those looking to build a purpose-driven career in financial services.

Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057

• 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.
• 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 childrens activities, hiking, traveling, and staying active through sports.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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.