Financial Advisor with Educator/Coach Background

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Teaching Skills into Financial Services with Northwestern Mutual Syracuse:

• Leverage Your Communication Expertise: Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
• Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
• See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients’ lives, both now and in the future.
• Achieve Greater Rewards: Transitioning into financial services could offer not only a more rewarding career path but often greater financial opportunities as well.

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 Us: 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. Beyond the office, they are 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 through hands-on volunteering, sponsorships, and fundraising efforts. This commitment to people, both professionally and personally, creates a meaningful opportunity for those looking to build a purpose-driven career in financial services.

Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual:

Position Responsibilities for a Financial Advisor:

• Educate clients on financial planning and insurance solutions.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

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.

Flexible work from home options available.