Client Advisor

Job overview

The Client Advisor role is onsite in Rochester, NY, with a stated salary range of $65,000–$87,000 per year. The posting lists retirement, performance bonuses, dental, health, and vision insurance, flexible scheduling, advancement, and training. Northwestern Mutual of Rochester provides financial planning and insurance services to clients. The advisor learns clients’ financial needs and provides personalized guidance on financial planning and insurance options. The role supports clients’ protection and planning goals by developing tailored strategies, reviewing plans and policies, and building lasting relationships.

What you'll do

• Educate clients on financial planning and insurance options
• provide customer service and build lasting relationships
• collaborate with the local team
• develop and implement tailored financial protection and planning strategies
• review and update client plans and policies
• build a client network through referrals and community involvement.

What we're looking for

Skills & competencies

client advisor

financial planning

insurance options

client relationships

rochester ny

northwestern mutual

$65k–$87k/year

retirement

performance bonus

health insurance

dental insurance

vision insurance

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement, performance-based bonus, company events, dental, health and vision insurance, flexible scheduling, advancement, training and development, business start-up allowance, and life insurance.

Why this role

The posting highlights training and support for candidates with current or former athletic backgrounds; state insurance licensing is required.

About the employer

Northwestern Mutual of Rochester is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.