Financial Advisor: Flexible Schedule & Growth Path

The McKernan Group; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship

Work-life balance

Community impact

Job summary

The McKernan Group, part of Northwestern Mutual, is seeking a Financial Advisor in West Palm Beach to help individuals and businesses achieve their financial goals through personalized planning and insurance solutions. You will build long-term relationships, assess client needs, and tailor strategies to fit their evolving financial picture.

Grow with a team that values mentorship, ongoing training, and a strong community presence.

Qualifications

• Bachelor's Degree is strongly preferred or military equivalent.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses, such as Series 6 and 63, and state insurance licenses, with training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

The McKernan Group, part of Northwestern Mutual, is seeking a Financial Advisor in West Palm Beach to help individuals and businesses achieve their financial goals through personalized planning and insurance solutions. You will build long-term relationships, assess client needs, and tailor strategies to fit their evolving financial picture.

Grow with a team that values mentorship, ongoing training, and a strong community presence.