Top 59 Client advisor Jobs in Watertown, Ny

Financial Advisor
Northwestern Mutual-Syracuse —Watertown, NY
- $80,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
Financial Advisor Office Manager
United Professional Advisors —Watertown, NY
- $40,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
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9d
Grants & Community Engagement Specialist
BCA Architects & Engineers —Watertown, NY
- $55,000 - $95,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
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Audit Manager
Current —Watertown, NY
- $80,000 - $155,000 a year
- Full-time
- Management
- CPA
- 5 years
- Disability insurance
- Health insurance
Senior Analyst
U3 Advisors —Philadelphia, NY
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Mid-level
- Office
- Paid holidays
- Disability insurance
Drive Lane Attendant (Entry Level) - Watertown, NY
Davidson Auto Group —Watertown, NY
- $17 an hour
- Urgently hiring
- Clean driving record
- Dealership
- Ability to lift 50 pounds
- Paid training
- Paid holidays
Quick Apply
Tax Manager
Current —Watertown, NY
- $80,000 - $120,000 a year
- Full-time
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
Remote Solutions Architect
Coalition Technologies —United States
- $22.50 - $35.00 an hour
- Remote
- ERP systems
- JavaScript
- Senior level
- Profit sharing
- Health insurance
Brain Health / Longevity Registered Dietitian
BetterBrain —United States
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply
Experienced Chiller and HVAC Technician
Caldaia Controls, LLC —United States
- $65,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Driver's License
- Travel reimbursement
- Fuel card
Quick Apply

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Financial Advisor

Northwestern Mutual-Syracuse -
Watertown, NY

Quick Apply

Job Details

Full-time
$80,000 - $200,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
Flexible schedule
Life insurance

Qualifications

Series 7
Bachelor's degree
Portfolio management
Master of Business Administration
Series 63

Full Job Description

Upstate New York

Financial Advisor Job Description

Financial Advisors at Northwestern Mutual-Upstate help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Build your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

As a Northwestern Mutual Financial Advisor/Representative:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

Competitive grid rates
Production-based compensation with high potential upside
Bonus programs and expense allowances
Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

You could be right for this opportunity if you have:

4-year degree from an accredited institution; MBA preferred
Series 6 or 7 and/or Series 63 or 66 or desire to become fully licensed
Proven success in the investment business or history of success in sales, athletics, military, client services, or client-facing roles
Possess a strong understanding of comprehensive financial planning concepts
Prior management or business ownership experience preferred
Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors/Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· Fortune 100 company (2021)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 10 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed

Job Type: Full-time

Pay: $80,000.00 - $200,000.00 per year

Benefits:

401(k)
Flexible schedule
Health insurance
Life insurance
Paid training

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in watertown, ny

Financial Advisor

Vacation Travel Advisor

Financial Advisor Office Manager

Grants & Community Engagement Specialist

Audit Manager

Senior Analyst

Drive Lane Attendant (Entry Level) - Watertown, NY

Tax Manager

Remote Solutions Architect

Brain Health / Longevity Registered Dietitian

Experienced Chiller and HVAC Technician

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