Financial Advisor with Healthcare Background
About The Position
Northwestern Mutual Syracuse is seeking a Financial Advisor with a healthcare background to help clients achieve their financial goals. The position offers healthcare professionals the opportunity to apply their experience to personalized financial guidance, build direct and long-term client relationships, and support clients through life stages and financial needs such as medical expenses, retirement, and higher education. The opportunity has growth potential tied to the advisor’s ambition, dedication, and expertise. The Syracuse team describes its mission as empowering people to achieve their potential through courage, excellence, and service. It supports the development of financial representatives in a culture of purpose, growth, and support, and is involved in the Central New York community through volunteering, sponsorships, and fundraising. The district office is located at 34 Aspen Park BLVD, East Syracuse, NY 13057. Training and sponsorship are available for obtaining necessary licenses. The posting highlights performance-based bonus opportunities, professional development, and a supportive local culture.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, including Series 6, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor’s degree is highly preferred but not required.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
- Healthcare background.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans covering investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a client network through referrals, community involvement, and professional associations.
Benefits
- Performance-based bonus opportunity
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
- Company parties
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
