Wealth Consultant, Military Background
Compensation
$89k – $102k /yr
Employment type
Full-time
Work setting
On-site
Location
Syracuse, NY
Schedule
Day shift
Posted
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Job overview
The Wealth Consultant role is based in Syracuse, NY. Compensation is $89,000–$102,000 per year. Northwestern Mutual provides financial services and describes its mission as helping people achieve financial security. The consultant helps clients identify financial goals and develop personalized insurance solutions aligned with longer-term financial strategies. The role builds ongoing client relationships and ensures recommendations follow company policies and regulatory standards.
What you'll do
- Assess clients’ financial goals and recommend suitable insurance products
- develop tailored insurance plans
- build client relationships and provide ongoing support
- stay current on insurance products and trends
- ensure recommendations meet company policies and regulatory standards.
What we're looking for
- Skills & competencies
- wealth consultantmilitary backgroundfinancial servicesinsurance solutionsclient relationshipsfinancial goalssyracuse nynorthwestern mutual$89,000-$102,000/yearveterans encouragedtraining and developmenthealth insurance
- Work arrangement
- Weekend coverage required
Benefits & perks
- Dental, health, life, and vision insurance
- retirement plan
- performance-based bonus opportunity
- training and development
- and advancement opportunities.
Why this role
The posting specifically encourages veterans and highlights training and support for business development. Earnings potential is described as including first-year income and unlimited upside.
About the employer
Northwestern Mutual Syracuse is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 7130baa5-5348-44e8-b489-6e5b6a307a61