Financial Planner - Veterans Welcome

The McKernan Group; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The McKernan Group, part of Northwestern Mutual in West Palm Beach, seeks a Financial Planner to help families secure their financial futures through comprehensive insurance solutions.

You’ll evaluate clients’ needs, develop personalized plans, and build lasting relationships while staying up to date on products and regulatory standards. Training and advancement opportunities are emphasized in a team-oriented environment.

Qualifications

• Bachelor’s degree preferred.
• Prior insurance or financial services experience is not required.

Responsibilities

• Evaluate clients’ financial needs and goals to recommend appropriate insurance products.
• Develop personalized insurance plans that align with clients’ long-term financial strategies.
• Build strong client relationships and offer continued support as needs evolve.
• Stay current on insurance products and industry trends.
• Ensure all recommendations meet company policies and regulatory requirements, with the highest ethical standards.

Skills

Client assessment

Relationship building

Product knowledge

Compliance & ethics

Education

Bachelor’s degree preferred

Job description

Benefits:

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

Your Next Mission Starts Here

Are you a veteran with an unwavering sense of mission? Did you meet challenges head‑on and strive for excellence in your military service? Bring that same drive to a career where you help families secure their financial futures.

The McKernan Group of Northwestern Mutual is a united team of determined, ambitious professionals, and we’re accelerating the growth of our district office. Prior insurance or financial services experience is not required.

Why Veterans Thrive Here

• Mission-driven work. Help clients protect what matters most and plan for the future.
• Ownership and accountability. We look for people who act as active participants, not spectators.
• A team that has your back. A collaborative, high-support environment built on growth and camaraderie.
• Structure and systems. Full business development training, proven operational systems, and cutting-edge technology.
• Room to lead. A rapidly growing company with leadership opportunities for top performers.

From Service to Success

Hear Robert Novanty’s journey from serving with the US Marines to a successful civilian career at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/

Meet Our Team

Bill McKernan, Managing Director

• Time with NM: 24 years (since 2002)
• Prior to: Joined NM right after graduating from FSU, starting with no natural market. He spent his first 10 years as a Financial Advisor before becoming Managing Director 14 years ago. He believes anyone can succeed in this business with hard work.
• Passionate about: Time with his wife, Brooke, and their three boys. He also loves tennis, basketball, and surfing.

Brooke McKernan, Wealth Management Advisor

• Time with NM: 23 years (since 2003)
• Prior to: Began as a top college intern and quickly rose to become the first woman to achieve the top spot.
• Passionate about: Her family, running, travel, volunteering, and quality time with friends.
• Quote to live by: “The only way to do great work is to love what you do.”

The Role

As a Financial Planner, you’ll play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.

• Client assessment: Evaluate clients’ financial needs and goals to recommend appropriate insurance products.
• Customized solutions: Develop personalized insurance plans that align with clients’ long‑term financial strategies.
• Relationship building: Build strong client relationships and offer continued support as their needs evolve.
• Product knowledge: Stay current on insurance products and industry trends.
• Compliance and ethics: Ensure all recommendations meet company policies and regulatory requirements, with the highest ethical standards.

What You Get

• Earnings: Strong earnings potential with unlimited upside
• Bonus: Significant bonus opportunity commensurate with outcomes
• Insurance: Health, dental, vision, and life
• Retirement plan
• Quality of life: High performance while maintaining a great quality of life

Who Thrives Here

• Owners: You take responsibility and act as a participant, not a spectator.
• Deep thinkers: You care about the “who, why, and how,” not just the “what.”
• Clear communicators: You enjoy simplifying complex decisions for others.
• Generous people: You give to others without hesitation.
• Ambitious thinkers: You embrace opportunity and possibility.
• Team players: You believe everyone contributes.
• Passionate professionals: You love your work and stay approachable and good-natured.

Education:

Bachelor’s degree preferred.

How We Work:

This position offers flexibility. We’re looking for people who are open to in-person training and eager to be an active part of our daily and weekly office culture.

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, with a unique culture deeply dedicated to helping people achieve financial security. Northwestern Mutual was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2026.

What sets us apart:

• Unsurpassed financial strength*
• A long-term approach to planning
• Personal guidance from financial professionals