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Tailor your resume to this Financial Advisor with Healthcare Background role.
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Tailor your resume to this Financial Advisor with Healthcare Background role.
Rezi rewrites your resume against Northwestern Mutual Syracuse's job description. Free.
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See how it scores against the Financial Advisor with Healthcare Background posting at Northwestern Mutual Syracuse — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Advisor with Healthcare Background posting at Northwestern Mutual Syracuse — free, in seconds.
About the Role
Northwestern Mutual Syracuse is seeking individuals with healthcare expertise to transition into financial services. This role offers the opportunity to build direct client relationships, make a meaningful impact by guiding clients through critical life stages, and provides unlimited growth potential within a supportive team environment.
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.
- 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
- East Syracuse, NY
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
Education Level
- Bachelor's degree preferred
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Life insurance
- Retirement plan
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.
- 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.