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About the Role

As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

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.

Requirements

• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Skills

• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients

Location

• 34 Aspen Park BLVD, East Syracuse, NY 13057

Work Type

• Flexible schedule
• Flexible work from home options available

Experience Level

• Previous experience in financial services, insurance or business development is beneficial but not required.

Education Level

• A bachelor's degree in finance, business, or a related field is preferred.

Salary/Compensations

• Competitive compensation structure including performance incentives, with no ceiling.

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Make a lasting impact by guiding individuals and families in your community towards financial security and success.

About the Company

• Northwestern Mutual Syracuse is driven by a clear mission of empowering people to achieve their true potential, guided by core values of courage, excellence, and service.
• 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.
• Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
• As a mutual company, we answer to our policyowners—not Wall Street.
• We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.