Financial Advisor: Flexible Schedule & High-Impact Plans

The McKernan Group; West Palm Beach (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Advisor to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and deliver tailored financial strategies that align with clients' goals.

The role includes training and sponsorship for licenses, with a supportive planning team and marketing resources.

Qualifications

• Strong interpersonal and communication skills are essential.
• Analytical thinking helps in financial planning and problem solving.
• Ability to build trust and rapport with clients is critical for long-term relationships.

Responsibilities

• Engage with clients 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 financial plans, adjusting strategies as needed.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust and rapport-building

Education

Bachelor's Degree

Job description

Northwestern Mutual is seeking a Financial Advisor to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive planning. You will build long-term client relationships and deliver tailored financial strategies that align with clients' goals.

The role includes training and sponsorship for licenses, with a supportive planning team and marketing resources.