Financial Planning - Career Changer Opportunity

Striano Financial Group; Boca Raton (FL); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Descripción de la vacante

Striano Financial Group, a Northwestern Mutual partner, seeks a motivated Financial Advisor to help individuals and businesses achieve financial security with personalized insurance solutions and comprehensive planning.

You will build lasting client relationships, tailor strategies, and collaborate with a team providing ongoing support and licensing sponsorship opportunities.

Formación

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

Responsabilidades

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

Conocimientos

Interpersonal skills

Communication skills

Analytical thinking

Educación

Bachelor's Degree or military equivalent

Descripción del empleo

Benefits:

• Retirement
• 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?

Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional excellence and a strong culture of belonging.In 2025, the firm received Northwestern Mutual’s Belonging & Impact Champion Award, a national recognition honoring inclusive leadership practices and the success of individuals from diverse backgrounds and experiences. That same year, The Striano Group was also recognized nationwide for achieving the highest new Financial Representative production across all Northwestern Mutual agencies. Guided by a mission to provide world-class products and services to the community, the team is committed to building meaningful relationships, supporting personal and professional growth, and maintaining a reputation grounded in professionalism, integrity, and ethics.

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 office is located at:

1515 S Federal HWY Suite 208 Boca Raton, FL 33432

Follow this link to hear more about our 2030 Vision: https://watch.wave.video/7NXgeJ1aGGbGqgUH

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:

Peter Striano, Managing Partner (MP):

• Time with NM: Since 1992.
• Prior Experience: Joined Northwestern Mutual as the agency’s first college agent and progressed through multiple leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner.
• Passionate About: His faith and community involvement, including supporting organizations such as Our Fathers House Soup Kitchen.

Renata Carvalho, Managing Director (MD):

• Time with NM: Since 2019.
• Prior Experience: Economist with an Executive MBA from Florida Atlantic University and extensive experience in global business management across financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives.
• Passionate About: Advocating for immigrants, women, and minorities, fostering inclusivity and equality, supporting the LGBTQ+ community, golfing, and helping individuals pursue personal and financial growth opportunities.

Linda Buccilli, Managing Director (MD):

• Time with NM: Since 2011.
• Prior Experience: Began her Northwestern Mutual career in 2011 and quickly achieved strong early success, earning multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. She currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors.
• Passionate About: Long Term Care education and planning, spending time with family and friends, supporting her community through the Boys & Girls Clubs of Broward County, and advocating for client financial security through holistic planning.

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. Peter Striano is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.