Athlete-to-Advisor: Build Client Financial Futures

The McKernan Group; West Palm Beach (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k)

Bonus (performance)

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The McKernan Group, in West Palm Beach, is seeking a Client Advisor to translate clients’ financial goals into actionable plans. You will engage clients to understand needs, design tailored strategies, and guide them toward financial protection and growth.

Join a team that values teamwork, discipline, and a competitive drive, with opportunities for advancement and ongoing training. Northwestern Mutual branding is part of the broader organization’s framework.

Qualifications

• We prefer candidates with a bachelor's degree in finance, business, or a related discipline.
• Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
• Excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies that safeguard clients' assets, income, and financial well-being.
• Regularly review and update clients' financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication abilities

Analytical skills

Client relationship building

Licensing process understanding

Education

Bachelor's degree in finance, business, or a related discipline

Job description

The McKernan Group, in West Palm Beach, is seeking a Client Advisor to translate clients’ financial goals into actionable plans. You will engage clients to understand needs, design tailored strategies, and guide them toward financial protection and growth.

Join a team that values teamwork, discipline, and a competitive drive, with opportunities for advancement and ongoing training. Northwestern Mutual branding is part of the broader organization’s framework.