Wealth Consultant with Military Background
$89k - $102kNorthwestern Mutual Syracuse
Benefits:
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual Syracuse is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual:
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
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.
Position Overview: As a Wealth Consultant, you will help clients secure their financial futures through personalized insurance solutions. Key responsibilities include:
- Client Assessment: Identify clients' financial goals to recommend suitable insurance products.
- Customized Solutions: Develop tailored insurance plans aligned with long-term financial strategies.
- Relationship Building: Foster strong client relationships, offering ongoing support.
- Product Knowledge: Stay updated on insurance trends and products.
- Compliance: Ensure all recommendations meet company policies and regulatory standards.
What Our Representatives Value:
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
- Strong Earnings Potential: Combining first year income and unlimited upside.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
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.
$21 per hour
...our lobbies. You're comfortable enough with technology to demonstrate how to use our... ...family status/parenthood, medical condition, military or veteran status, national origin,... ...Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned...SuggestedHourly payLocal areaFlexible hoursAfternoon shift$75k - $150k
...are recruiting for a Financial Consultant. Candidates must be located... ...Consultant, you will collaborate with our current client's clients... ...to the Managing Director of Wealth Management. Location:... ...with no disclosures on their background. Comfortable working in a...SuggestedRemote work- ...insurance, copays, deductible, and out of pocket costs by working with the Pre-Service Coordinators to gather patient information prior... ..., genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic...Suggested
$21.63 per hour
...presence to support our students, collaborate with colleagues, and contribute to our... ...allows students and staff of different backgrounds and identities to feel safe, accepted, and... ...long history of engaging veterans and the military-connected community through its...SuggestedHourly payFull timeWork experience placementSummer workSeasonal workWork at officeLocal areaRemote workFlexible hours- ...Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Consultant - Executive Recruiter(title will be commensurate with experience) Location : Remote...SuggestedFull timePart timeWork at officeRemote workFlexible hours
$1,000 per month
...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice... ...a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round,...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...manage their banking with confidence. Relationship... ...with partners across Wealth, Home Lending, and Business... ..., deepen their consultative expertise, and support... ...experience, training, military experience, education... ...fitness and criminal background standards. Wells Fargo...Temporary workWork experience placementImmediate start
- ...products and services. Follow established policies in accordance with the bank and the supervisor’s direction. Accountable for the... ...including evenings, weekends, and holidays. Must successfully pass background investigation according to company policy. Must be able to get...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...motivated professionals who thrive on building strong relationships with realtors and referral partners, self-generating leads, and... ...discriminate based on race, color, gender, disability, veteran status, military status, religion, age, creed, national origin, sexual identity...Full timeTemporary workLocal areaRemote work
- ...Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t.... ...How You’re Paid No arbitrary caps. Earn 50% of profits with unlimited upside. Already have a client book? Bring it with you...Full timeRemote work
- ...Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look...Full time
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Syracuse market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...Full timeWorldwide
$75k - $150k
...LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial Advisors for three...Full timeLocal areaRemote workRelocation- ...Division of Business Development when necessary, collaborating with other City staff on small business assistance and real estate development... ...employment will be contingent on the successful completion of a background check and/or drug screen. Job Posted by ApplicantPro...Work at officeLocal area
$1,000 per month
...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice... ...a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round,...Full timeInternshipLocal areaFlexible hours$16 - $18 per hour
...past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound... ...with accurate and consistent data entry Preferred Backgrounds: Experience in banking, retail, restaurants, hospitality...Hourly payWork at officeLocal areaShift work- ...A stellar opportunity for a strong public or private accountant just opened up in Syracuse! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available. This will focus primarily on thefund accounting...Full time
$70k - $85k
...re looking for a Security Analyst to help strengthen our enterprise security and compliance program. This role is ideal for someone with experience in information security, governance, risk, compliance, or IT operations who enjoys building processes, improving security...Minimum wageRemote work- ...could be an excellent opportunity worth exploring.Check out the varying backgrounds of some of our local leaders:Tim Smith, Regional Director:Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where...Work at officeLocal areaWork from home
- ...companies would be beneficial. Candidates should be diligent, proactive, supportive and team oriented and possess a strong academic background with superior drafting skills and be willing to take on significant responsibility for deal management, client interaction and work...Full timeWork at office
- ...known for combining personal relationships with forward-thinking solutions. We are... ...bank. Provide support to the financial consultants' assigned bank territory in the growth,... ...63, 65, 7 required. Also, must satisfy background check that includes satisfactory FINRA record...Full timeWork at officeRemote workHome officeShift work
$95k - $115k
...Overview The Wealth Advisor is responsible for building and maintaining client relationships... ...coordinated financial strategies aligned with each client’s goals and values. This role... ..., predisposing genetic characteristics, military or veteran status or status in any group...Local area- ...At Equitable Advisors, a leader in the wealth management industry, we embrace the power... ...established markets Products and Services Consultation : Educate clients on our diverse... ...Personal Attributes: values-driven with a track record of success and accomplishment...Work experience placementLocal areaRemote workFlexible hours
$61k - $119k
...award-winning training programs equip you with the education, skill-building, and... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory... ...Financial Representative, a national criminal background check is required. Should the background...Full timeContract workFor contractorsWork at office- ...Analyst (AI Training) About the Role We're partnering with leading AI research labs to build the next generation of intelligent... ...ability to distinguish true positives from false positives and background noise ~ Detail-oriented with clear, structured written...Hourly payOngoing contractContract workFreelanceRemote workFlexible hours
$75k - $95k
...typical Fpa role. You'll partner closely with our CFO and senior leadership to help... ...strategic choices Take on internal "consulting" projects that span finance, product, and... ...operations Who We're Looking For Background in Big 4 Transaction Advisory or Strategic...Work at officeFlexible hours3 days per week- ...technologies power these organizations with modern cloud-based and AI-enabled... ...of ideas, experiences and backgrounds.You are a confident Consultant who spots and stays ahead of the SAP... ...origin, ancestry, disability status, military veteran status, sexual orientation,...Full timeWork experience placementLive inWork at officeLocal area
- ...Aligned Talent Acquisition is continually interested in connecting with Finance Associate Attorneys across multiple markets. I work... ...down the road, I'd welcome the chance to learn more about your background, compensation expectations, and what matters most to you in...Immediate start
- ...& Analysis. By the end of the program, associates will emerge with: A strong understanding of HF Sinclair's operations and financial... ...by encouraging diversity of experiences, viewpoints and backgrounds. What makes each of us different, together makes us stronger. About...Rotational programInternshipWork at office
$40 - $45 per hour
...responder for security incident investigation, conducting log and system-level analysis to determine potential scope and impact. Assist with containment, eradication, and recovery efforts.Perform digital forensic analysis at the first-responder level to determine whether a...Contract workTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Consultant with Military Background. Be the first to apply!
- financial consultant Syracuse, NY
- financial associate Syracuse, NY
- jde finance consultant Syracuse, NY
- financial planner Syracuse, NY
- wealth advisor Syracuse, NY
- financial planning administrator Syracuse, NY
- financial planning assistant Syracuse, NY
- estate planning consultant Syracuse, NY
- financial advisor development program Syracuse, NY
- financial counselor Syracuse, NY






