Financial Advisor: Flexible Schedule, Growth & Impact

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Striano Financial Group, part of Northwestern Mutual, seeks a Financial Representative to build long-term client relationships and provide tailored financial solutions to help individuals and businesses achieve their goals.

You will develop financial plans, discuss investments and insurance needs, and collaborate with a dedicated team that offers training, mentorship, and growth opportunities. A bachelor's degree is preferred, with licensing sponsorship available.

Qualifications

• Bachelor’s degree is preferred.
• Experience in financial services 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 goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement strategies to protect assets and income.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor’s degree

Job description

Striano Financial Group, part of Northwestern Mutual, seeks a Financial Representative to build long-term client relationships and provide tailored financial solutions to help individuals and businesses achieve their goals.

You will develop financial plans, discuss investments and insurance needs, and collaborate with a dedicated team that offers training, mentorship, and growth opportunities. A bachelor's degree is preferred, with licensing sponsorship available.