Financial Representative with Business Development Focus
Northwestern Mutual Syracuse
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual Syracuse! Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media. Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey. See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security. Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership. Our thriving district office is located at: 34 Aspen Park BLVD, East Syracuse, NY 13057 Meet Our Team: Geoff Henderson, District Director: Time with NM: Over 10 years Prior to NM: Earned his Doctorate in Pharmacy (Pharm.D.) Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy. Tim Shields, Private Wealth Advisor: Time with NM: Over 9 years Prior to NM: Fixed income portfolio manager. Passionate About: Serving as an elder at his church, involvement with Young Life and other volunteer efforts, supporting personal development and spiritual growth, spending time with his wife and daughters, golfing, and supporting Syracuse Orange athletics. Tim Barnhart, Financial Advisor: Time with NM: Over 24 years Prior to NM: Joined Northwestern Mutual as a college intern. Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends Society Zac Mekker, Field Director/Financial Advisor: Time with NM: Over 3 years Prior to NM: Mathematics teacher for over 23 years at North Syracuse Central School District. Passionate About: Coaching swim, supporting his children’s activities, hiking, traveling, and staying active through sports. About the Role: 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. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Geoff Henderson is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
$80k - $90k
...Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in... ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high‑net‑worth individuals identifying needs...SuggestedInterim roleLocal areaImmediate startShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...and network to build your business and client base Develop... ...weekly coaching, training, and development meetings Receive Risk Product... ...life and your classes. With the option to participate in...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...opportunity to start a business where you can help your... ...start as a financial representative focused on client‑building and... ...training programs equip you with the education, skill‑building, and development strategies you need to...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial... ...opportunity to start a business where you can help your... ...start as a financial representative focused on client-building and... ...training programs equip you with the education, skill-building, and development strategies you need to...SuggestedFull timeContract workFor contractorsWork at office$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our... ...needs. Building your practice your way - with 100% support from us. Job Overview As a...SuggestedWork at officeWork from homeHome officeFlexible hours$66k
...Overview At Community Financial System, Inc. (... ...our customers with friendly, personalized... ...and professional development and advancement... ...and client-focused Financial Consultant... ...individuals and businesses achieve their financial... ...here are representative of those that must...Local area- ...The Financial Consultant provides in person... ...legal and financial representatives on the complete... ...based.Interacts with retirement plan participants... ...with cross-business partnerships to... ...Acumen, Business Development, Client... ...associates with future-focused skills and AI tools...Hourly payWork at officeImmediate startRemote workFlexible hours3 days per week
$20.67 - $31.25 per hour
...and partner to the people and businesses in our KeyBank communities.... ...solutions to assist in client's financial wellness both in person and... ...new clients to Key and work with existing clients to develop and... ...line of business partners - focusing on client acquisition and deepening...Hourly payWork experience placementDay shift$20.67 - $31.25 per hour
...and partner to the people and businesses in our KeyBank communities.... ...solutions to assist in client’s financial wellness both in person and... ...new clients to Key and work with existing clients to develop and... ...line of business partners - focusing on client acquisition and deepening...Hourly payWork experience placementDay shift- ...are looking for falls into what we offer below, we want to talk with you. If you haven’t found your niche, and are interested in growing... ...for outcomes and get things done? Detail-oriented and focused on completing work of the highest quality. Open communication and...Full timeImmediate startWeekend work
- ...consultative sales process and Financial Needs Assessment to build... ...of retail consumer and small‑business products and recommend appropriate... ...for periodic financial reviews. Focus on cross‑selling to existing... ...Establish close working relationships with assigned Business Partners (...Work experience placementWork at office
$19.23 per hour
...Overview At Community Financial System, Inc. (CFSI... ...our customers with friendly, personalized... ...and professional development and advancement... ...professional ties to area business generators by... ...Make an Impact – Represent the bank at local... ...the ability to focus. The Company is an...Hourly payWork at officeLocal area$71k - $125k
...responsibilities include working with relationship managers to... ...depth understanding of clients' business, management teams and... ...required business documents and financial statements needed for loan approval... ...discussion with deal team, focusing on accuracy of loan request...Interim roleWork at officeFlexible hours$100k
...identifying potential new clients and working with them to build a wealth management... ...Assess and fulfill customer’s investment and financial needs through a personalized review of... ...implementing and achieving the bank’s fee-based business plan through portfolio cross-sell and new...Base plus commissionWork at office$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...and network to build your business and client base Develop and... ...weekly coaching, training, and development meetings Receive Risk Product... ...your life and your classes. With the option to participate in...Full timeFor contractorsInternshipLocal areaFlexible hours$18 - $26.21 per hour
...interactions. Processes a variety of financial transactions in an accurate... ...risk controls in accordance with Company or regulatory... ...bank with the care of a locally focused institution. As an employer of... ...to support the growth and development of all our team members. View...Hourly payFull timeLocal areaImmediate start$24 - $31 per hour
...Financial Support Specialist Department: Accounting Location: Syracuse... ...team. This role assists with routine accounting tasks, including... ...the Staff Accountant to focus on higher-level accounting functions... .... Designated as an Essential Business by the Department of Homeland...Hourly payWork at officeMonday to Friday- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
$103.7k - $179.86k
...highest standards of business ethics and forward... ...big, perform with quality and build... ...encouragement, and focus - if you have the... ...contractual and /or financial system evidence.... .... Professional Development: Take advantage of... ...applicants only) Non-represented full-time employees...Full timeContract workTemporary workWork experience placementWork at officeRemote workRelocationFlexible hoursShift work3 days per week- ...advancement Training & development Vision insurance Ready... ...individuals into strong, confident financial representatives through a culture rooted in... ...companies in 2024 - with a unique culture deeply... ...that helps individuals and businesses achieve their financial goals...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$35.75k - $52.04k
...to identify needs and offer financial solutions to help customers secure... ...role in achieving UMB’s business objectives, we’re committed to... ...also expect to work closely with UMB leaders, learning from their... ...range on this listing represents UMB’s good faith and reasonable...Local areaFlexible hoursAfternoon shift- ...involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account production goals as assigned by upper management. Processes...
$18 - $26.21 per hour
...Customer Service Representative Specializes in our branch customer experience through digital... ...interactions. Processes a variety of financial transactions in an accurate and efficient... ...operational risk controls in accordance with Company or regulatory standards and policies...Hourly payImmediate start- ...creates and develops a positive relationship with bank clients and delivers solutions by... ...and services based on the customer's financial goals. The Teller performs efficient and... ...feel appreciated Making it easy to do business with the bank Position Responsibilities...
$21 per hour
...lobbies. You’re comfortable enough with technology to demonstrate how... ...to help them achieve their financial goals by providing... ...their lives like building a business, buying a house, paying for school... ...coaching, career planning and development resources that enable you to...Hourly payLocal areaFlexible hoursAfternoon shift- ...evaluate students' eligibility for and award Winterlude institutional financial aid and FederalTEACHGrant awards. This position is anticipated... ...and both federal and university guidelines. Ensure compliance with all Title IV and university regulations. Total loan volume for...Summer workWork at officeRemote work
$21 per hour
...lobbies. You’re comfortable enough with technology to demonstrate how... ...to help them achieve their financial goals by providing... ...their lives like building a business, buying a house, paying for school... ...coaching, career planning and development resources that enable you to...Hourly payLocal areaFlexible hoursAfternoon shift- ...ascertaining customers' needs, and directing customers to a branch representative. Completes special requests by closing accounts, taking... ...cash and mutilated currency to head teller. Complies with bank operations and security procedures by participating in all...Night shift
$20.67 - $31.25 per hour
...Syracuse, New York is seeking a Personal Banker to engage clients in financial wellness conversations. The ideal candidate will work towards attracting new clients while developing relationships with existing ones. Responsibilities include opening accounts, building partnerships...Hourly pay$20.67 - $31.25 per hour
...seeks a Personal Banker to enhance client relationships and drive sales. This role involves engaging clients and addressing their financial needs both in person and via proactive outreach efforts. Qualified candidates should demonstrate sales experience, effective communication...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative with Business Development Focus. Be the first to apply!
- financial planner Syracuse, NY
- financial planning associate Syracuse, NY
- financial advisor associate Syracuse, NY
- jde finance consultant Syracuse, NY
- finance associate Syracuse, NY
- estate planning consultant Syracuse, NY
- financial planning assistant Syracuse, NY
- financial counselor Syracuse, NY
- financial advisor Syracuse, NY
- financial associate Syracuse, NY


