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 fields like coaching, building, designing, or teaching can be transferable. The company provides training, mentorship, and licensing support to help individuals transition into financial services. The team is dedicated to empowering people to achieve their potential through a purpose-driven career in financial services, with a strong focus on core values of courage, excellence, and service. They are also actively involved in the Central New York community through various charitable organizations.
Requirements
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship 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
- 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.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
