Financial Advisor: Flexible Schedule, Growth & Training

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 120,000; 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, affiliated with Northwestern Mutual, is seeking a Financial Representative in Boca Raton to help clients achieve financial goals through personalized insurance and planning solutions. The role emphasizes building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.

You will join a team committed to professional growth, ethical standards, and community involvement, with a flexible schedule and opportunities for

Qualifications

• Education: a bachelor's degree is preferred.
• Experience: previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: obtain necessary 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

Analytical thinking

Education

Bachelor's degree (preferred)

Tools

Licenses: Series 6/63 and state Insurance

Job description

Striano Financial Group, affiliated with Northwestern Mutual, is seeking a Financial Representative in Boca Raton to help clients achieve financial goals through personalized insurance and planning solutions. The role emphasizes building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.

You will join a team committed to professional growth, ethical standards, and community involvement, with a flexible schedule and opportunities for