Financial Planner - Career Changer Opportunity
About The Position
Northwestern Mutual Syracuse is seeking individuals to join their team as Financial Planners. This role is presented as a career changer opportunity, emphasizing that prior experience in people skills, perseverance, and a desire to make a difference are valuable. The company provides training, mentorship, and licensing support to facilitate the transition into financial services. The team consists of individuals who have successfully transitioned from various prior careers. The company's mission is to empower people to achieve their true potential, guided by core values of courage, excellence, and service. They are committed to developing individuals into strong, confident financial representatives through a culture rooted in purpose, growth, and support. The team is also actively involved in the Central New York community through volunteering and fundraising for various organizations. As a Financial Planner, you will help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning, building long-term relationships and providing tailored solutions.
Requirements
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
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 and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure including performance incentives, with no ceiling.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
- Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
