Financial Advisor | Flexible Schedule & Growth Path

Barish Financial - Northwestern Mutual; Boca Raton (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Barish Financial of Northwestern Mutual in Boca Raton invites you to join as a Financial Advisor who helps individuals and businesses reach their financial goals through tailored insurance solutions and planning.

You will build lasting client relationships, assess needs, and craft personalized strategies that address present and future finances while aligning with a community-focused mission.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Licenses such as Series 6, 63, and state insurance licenses; sponsorship available.

Responsibilities

• Client Consultation to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor and update plans as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Barish Financial of Northwestern Mutual in Boca Raton invites you to join as a Financial Advisor who helps individuals and businesses reach their financial goals through tailored insurance solutions and planning.

You will build lasting client relationships, assess needs, and craft personalized strategies that address present and future finances while aligning with a community-focused mission.