Financial Advisor — Flexible Growth, Mentorship & Impact

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Retirement plan

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Advisor in Boca Raton to join a seasoned team. You will build relationships, tailor insurance and financial planning solutions, and help clients protect assets and pursue goals.

Responsibilities include client consultations, comprehensive financial planning, insurance strategies, ongoing reviews, and network-building through referrals and community involvement. Licensing sponsorship is available.

Qualifications

• Bachelor's degree preferred or equivalent experience in financial services.
• Experience in financial services is beneficial but not required.
• Licenses with sponsorship: Series 6/63 and state insurance licenses available if needed.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Propose and implement insurance strategies to protect assets and income.
• Provide ongoing support with regular plan reviews and adjustments.
• Network and build client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree (preferred)

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual is seeking a Financial Advisor in Boca Raton to join a seasoned team. You will build relationships, tailor insurance and financial planning solutions, and help clients protect assets and pursue goals.

Responsibilities include client consultations, comprehensive financial planning, insurance strategies, ongoing reviews, and network-building through referrals and community involvement. Licensing sponsorship is available.