Financial Planner with Healthcare Background

The McKernan Group; West Palm Beach (FL); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

401(k)

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The McKernan Group of Northwestern Mutual in West Palm Beach is seeking professionals transitioning from healthcare into financial services. You will build direct client relationships, guiding them through life stages with personalized financial plans and insurance solutions.

With a focus on meaningful impact and long-term client partnerships, this role offers growth, mentorship, and a flexible work arrangement along with opportunities to advance within a top district.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.

Responsibilities

• Client Consultation: Understand clients' financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend insurance strategies to protect assets and income.
• Ongoing Support: Monitor and update clients' financial plans as life changes.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Benefits:

• 401(k)


• Bonus based on performance


• Company parties


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance

Transition Your Healthcare Expertise into Financial Services with The McKernan Group of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.


• Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.


• Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.


• A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Our thriving office is located at:

250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401

Meet Our Team:

Bill McKernan, Managing Director:

• How long 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:

• How long 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:

• How long 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 a 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 Us:

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.

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: A bachelor's degree is preferred.


• 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 General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $85,000.00 - $95,000.00 per year