Client Advisor Seeking Diverse Voices

Barish Financial - Northwestern Mutual; Boca Raton (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Barish Financial of Northwestern Mutual in Boca Raton invites you to join as a Financial Advisor who helps individuals and businesses reach their financial goals through tailored insurance solutions and planning.

You will build lasting client relationships, assess needs, and craft personalized strategies that address present and future finances while aligning with a community-focused mission.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Licenses such as Series 6, 63, and state insurance licenses; sponsorship available.

Responsibilities

• Client Consultation to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor and update plans as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Benefits:

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

Bring your passion for community and impact into a goal-oriented career as a Financial Advisor with Barish Financial of Northwestern Mutual!

Barish Financial of Northwestern Mutual is guided by a mission to provide financial guidance that empowers individuals and organizations to achieve both short- and long-term stability, growth, and confidence in their financial future.Through a commitment to transparency, integrity, and personalized strategies tailored to every stage of life, the team delivers thoughtful, client-centered planning designed to create lasting impact. Beyond the work they do with clients, Barish Financial is deeply engaged in the community, supporting organizations such as several FAU Foundations, Spirit of Giving, and Alex’s Lemonade Stand in the fight against childhood cancer. This combination of purposeful planning and community involvement creates a meaningful environment for those transitioning into a Financial Representative role.

Our thriving office is located at:

1515 S Federal Highway, Suite 208 Boca Raton, FL 33432

Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values:

• Support: Enabling clients to achieve financial confidence and security.
• Inclusivity: Fostering a welcoming environment for diverse communities and talent.
• Education: Providing knowledge and advocacy to support informed financial decisions.
• Compassion: Offering empathetic and personalized support to clients.
• Excellence: Striving for the highest standards in service and professional growth.

Managing Director and Financial Advisor:

Irene Barish,

• Time with NM: Since 2019
• Previous experience: Pediatric Intensive Care Unit Registered Nurse, with a strong background in critical decision-making, advocacy, and family care.
• Passionate about: Spending time with her family, including her husband, a Fort Lauderdale firefighter and veteran, and their two sons, ice hockey and cheering on the Florida Panthers; hosting Sunday dinners with her entire family.

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. Irene Barish is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.