Entry-Level Financial Advisor — Flexible Growth & Training

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Work-life balance

Flexible schedule

Job summary

Northwestern Mutual in Boca Raton is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, design tailored plans, and support clients with investments, retirement, and risk management while benefiting from sponsorship, mentorship, and a flexible schedule.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales beneficial but not required.
• Strong interpersonal and communication skills and analytical thinking.
• Licenses: Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Engage with clients to understand financial goals, aspirations, and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance and risk-management solutions.
• Monitor and update client plans and adjust strategies as needed.
• Network to build client referrals and grow the book of business.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

Northwestern Mutual in Boca Raton is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, design tailored plans, and support clients with investments, retirement, and risk management while benefiting from sponsorship, mentorship, and a flexible schedule.