Client-Focused Financial Advisor & Planner

The McKernan Group; West Palm Beach (FL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Vision insurance

Training & development

Opportunity for advancement

Company parties

Job summary

The McKernan Group at Northwestern Mutual in West Palm Beach seeks a Financial Representative to help individuals and businesses reach financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and tailor financial solutions.

Responsibilities include client consultations, comprehensive planning, and ongoing support, with opportunities for advancement within a supportive mentorship environment.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Licenses such as Series 6, Series 63 and state insurance licenses required or sponsorship available.
• Strong interpersonal and communication skills; analytical thinking; ability to build trust with clients.

Responsibilities

• Consult with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and update clients' financial plans; adjust strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Networking

Education

Bachelor's degree in finance or related field

Series 6, 63, and state insurance licenses

Job description

The McKernan Group at Northwestern Mutual in West Palm Beach seeks a Financial Representative to help individuals and businesses reach financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and tailor financial solutions.

Responsibilities include client consultations, comprehensive planning, and ongoing support, with opportunities for advancement within a supportive mentorship environment.