Financial Advisor — Flexible Schedule & Growth

The McKernan Group; West Palm Beach (FL); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The McKernan Group, Northwestern Mutual - West Palm Beach, is seeking a Financial Representative to build long-term relationships with clients and deliver tailored financial solutions, including protection, investments and retirement planning. You will work with a collaborative team, pursue licenses with sponsorship, and enjoy a flexible schedule while striving for advancement within NM.

As part of the #1 NM district in production, you’ll contribute to community initiatives and help families

Qualifications

• Bachelor's degree in finance, business, or a related field is preferred.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• 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

Ability to build trust

Education

Bachelor's degree in finance, business, or related field

Job description

The McKernan Group, Northwestern Mutual - West Palm Beach, is seeking a Financial Representative to build long-term relationships with clients and deliver tailored financial solutions, including protection, investments and retirement planning. You will work with a collaborative team, pursue licenses with sponsorship, and enjoy a flexible schedule while striving for advancement within NM.

As part of the #1 NM district in production, you’ll contribute to community initiatives and help families