Financial Planner — Career Changer Opportunity

Job overview

The Financial Planner — Career Changer Opportunity role is listed in Syracuse, NY; the posting does not specify a remote arrangement. Compensation is $61,000–$80,000 per year. Northwestern Mutual Syracuse supports individuals and businesses with financial planning and insurance solutions and describes community involvement across Central New York. The planner builds long-term client relationships, develops personalized financial plans, and recommends insurance strategies to help clients pursue financial goals. The role also monitors plans, adjusts recommendations as circumstances change, and builds a client network through referrals and community involvement.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and adjust them as circumstances change
• and build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

financial planner

financial planning

insurance solutions

retirement planning

client consultations

career changer

syracuse ny

northwestern mutual

full-time

$61,000–$80,000/year

licensing support

training and mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonus
• dental, health, and vision insurance
• flexible schedule
• training and development
• advancement opportunities
• licensing support
• mentorship and marketing resources.

Why this role

The posting welcomes career changers and offers training, mentorship, and professional licensing support, including sponsorship for required licenses.

About the employer

Northwestern Mutual Syracuse is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.