Financial Planner - Career Changer Opportunity
Northwestern Mutual Syracuse•City of Syracuse, NY
•$61,000 - $80,000
About The Position
As a Financial Planner at Northwestern Mutual, you will be part of a team helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand clients’ unique needs, and provide tailored financial solutions. The role is presented as an opportunity for career changers, with training, mentorship, and professional licensing support to help candidates transition into financial services.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor’s degree in finance, business, or a related field is preferred.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include 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 needed.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Performance-based bonus and incentives.
- Company parties.
- Dental insurance.
- Flexible schedule.
- Health insurance.
- Opportunity for advancement.
- Training and development.
- Vision insurance.
- Ongoing training and development programs, including sponsorship for advanced certifications.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexible scheduling to create a schedule that fits your lifestyle and goals.
- Compensation with no ceiling.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
