Client Advisor: Wealth Planner & Growth Coach

The McKernan Group

West Palm Beach (FL)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

The McKernan Group, affiliated with Northwestern Mutual in West Palm Beach, seeks a Client Advisor to engage clients and deliver personalized financial guidance. The role emphasizes building strong client relationships, tailoring strategies, and ongoing plan reviews.

Training and sponsorship for licenses are available; uncapped earning potential awaits. Join a team that values teamwork, discipline, and a competitive spirit, with opportunities for advancement and a flexible schedule within a

Qualifications

Bachelor's degree in finance, business, or a related discipline.
Experience in insurance/financial services is beneficial but not mandatory.
Excellent interpersonal and communication abilities; strong analytical skills.
Ability to build lasting client relationships; uncapped earnings potential welcomed.
State insurance licenses required; training and sponsorship considered.

Responsibilities

Engage with clients to understand their comprehensive financial needs and provide tailored guidance.
Design and implement strategies to safeguard assets, income and long-term security.
Regularly review and update clients' financial plans and insurance policies.
Cultivate a robust network of clients through referrals and community involvement.