Financial Advisor Leverage Your Experience

The McKernan Group; West Palm Beach (FL); On-site; USD 60,000 - 120,000; 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 in West Palm Beach is seeking a Financial Advisor to help individuals and businesses achieve their financial goals with personalized insurance solutions and planning.

You will build long-term client relationships, provide tailored financial strategies, and join a team focused on community involvement and professional growth.

Qualifications

• Bachelor's Degree is strongly preferred or military equivalent.
• Experience in financial services is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust and rapport with clients.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor financial plans and provide regular updates; adjust strategies as needed.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree (preferred) or military equivalent

Tools

Series 6/63 licenses

State insurance licenses

Job description

Benefits:

• 401(k)


• Bonus based on performance


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

Ready to turn your experience into something more meaningful? We are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer’s.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.


• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.


• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Bill McKernan, Managing Director:

• Time with NM: Since 2002.


• Previous experience: Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.


• Passionate about: Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.

Brooke McKernan, Wealth Management Advisor:

• Time with NM: Since 2003.


• Previous experience: Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.


• Passionate about: Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.


• Quote to live by: \"The only way to do great work is to love what you do.\"

Dave Siegel, Field Director:

• Time with NM: Since 2009.


• Previous experience: Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and an Field Director in 2013.


• Passionate about: Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.


• Check out Dave’s mission statement: https://youtu.be/WCffeJPaRTE

About the Role: As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key 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.

Qualifications:

• Education: Bachelor's Degree is strongly preferred or military equivalent.


• 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).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.


• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.


• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.


• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.


• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.