Entry-Level Financial Advisor — Flexible & Growth-Focused

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

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Work-life balance

Community impact

Job summary

The McKernan Group, Northwestern Mutual in West Palm Beach, is looking for a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and financial planning. You will build long-term client relationships and tailor strategies to their goals.

Join a team recognized as a top NM district, with leadership opportunities, comprehensive training, and a benefits package including health and dental insurance, 401(k), and

Qualifications

• Bachelor’s degree in finance, business, or related field preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; analytical thinking and ability to build rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available.

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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor’s degree in finance or business

Job description

The McKernan Group, Northwestern Mutual in West Palm Beach, is looking for a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and financial planning. You will build long-term client relationships and tailor strategies to their goals.

Join a team recognized as a top NM district, with leadership opportunities, comprehensive training, and a benefits package including health and dental insurance, 401(k), and