Financial Planner Career Changers Wanted

Barish Financial - Northwestern Mutual; Boca Raton (FL); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual's Barish Financial team in Boca Raton, FL is seeking motivated professionals for a Managing Director & Financial Advisor role. This path emphasizes building client relationships, licensing support, mentorship, and the freedom to develop your own practice within a collaborative, growth-focused environment.

The position offers training, ongoing guidance, and uncapped earning potential through performance-based compensation, with opportunities to advance and serve individuals,

Job description

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Turn Your Experience Into a Meaningful Career

For professionals who have built successful careers but feel their earning potential is limited by their current role, the financial services industry can offer an opportunity to explore something different. We’re looking for motivated, accomplished individuals who are interested in a growth oriented path and open to learning a new skill set. Prior industry experience isn’t necessary; we provide training, guidance, and ongoing support.

Barish Financial of Northwestern Mutual helps individuals, families, and businesses build greater financial security through personalized financial planning and insurance strategies. Our mission is to provide thoughtful, transparent guidance that helps clients pursue both their short- and long-term financial goals.

Our team is also committed to giving back to the community, supporting organizations including several FAU Foundations, Spirit of Giving, and Alex’s Lemonade Stand in the fight against childhood cancer.

Office Location

1515 S. Federal Highway, Suite 208 Boca Raton, FL 33432

About Northwestern Mutual

Northwestern Mutual is a FORTUNE 500® company providing financial services to more than 5 million people. Founded in Wisconsin in 1857, Northwestern Mutual operates as a mutual company, meaning it is accountable to its policyowners rather than Wall Street shareholders. The company provides insurance, investment, and financial-planning solutions designed to help clients achieve financial security. Northwestern Mutual was recognized by FORTUNE® as one of the “World’s Most Admired Companies” in 2024.

Why Career Changers Can Thrive Here

Many successful financial professionals started their careers in completely different industries. What matters is your ability to build relationships, communicate effectively, persevere through challenges, and genuinely want to help people.

Our team provides:

• Training and mentorship to help you learn the financial-services business.
• Professional licensing support to help you work toward the required licenses.
• A collaborative team environment with experienced professionals who have successfully transitioned from other careers.
• Resources and guidance to help you develop your own client relationships and financial practice.
• Independence and flexibility to build a business around your goals, strengths, and network.
• Performance-based compensation with uncapped earning potential

Managing Director & Financial Advisor - Irene Barish

Irene has been with Northwestern Mutual since 2019. Before joining the firm, she worked as a Pediatric Intensive Care Unit Registered Nurse experience that shaped her approach to critical decision making, advocacy, and caring for families. Outside of work, Irene enjoys spending time with her husband and their two sons, attending ice hockey activities, cheering on the Florida Panthers, and hosting Sunday dinners with her extended family.

This opportunity may be a strong fit if you:

• Value mentorship, community involvement, and meaningful client relationships.
• Are motivated by performance and personal growth.
• Desires greater ownership over your career.
• Desires to build a long-term professional practice rather than simply fill a job.

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