Financial Advisor: Flexible Schedule, Real Impact

Striano Financial Group

Boca Raton (FL)

On-site

USD 70,000 - 110,000

Full time

7 days ago

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Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Striano Financial Group at Northwestern Mutual in Boca Raton, FL is seeking a Financial Advisor to build relationships and deliver personalized insurance and financial planning solutions. You will consult clients, design plans, recommend investments and retirement strategies, and provide ongoing support and guidance.

We offer training, mentorship, and sponsorship for professional licenses (Series 6, 63, state licenses) and a path to advancement within a strong, values-driven team.

Qualifications

Bachelor's Degree is strongly preferred or military equivalent.
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 their financial goals.
Financial Planning: Develop comprehensive plans including investments and retirement.
Insurance Solutions: Recommend and implement insurance strategies.
Ongoing Support: Monitor plans and provide updates as circumstances change.
Networking: Build and maintain a referral network and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's Degree or military equivalent

Job description

We offer training, mentorship, and sponsorship for professional licenses (Series 6, 63, state licenses) and a path to advancement within a strong, values-driven team.

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