Junior Financial Advisor — Flexible Schedule & Growth

Striano Financial Group; Boca Raton (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Striano Financial Group, affiliated with Northwestern Mutual, seeks a Financial Representative to help individuals and businesses pursue their financial goals through personalized insurance solutions and planning.

You will build lasting client relationships, assess needs, and deliver tailored financial strategies for protection, retirement, and investments. Training, sponsorship for licenses, and a flexible schedule are available to support your growth and community impact.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales beneficial but not required.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop financial plans including investments, insurance, and retirement.
• Recommend insurance strategies to protect assets and income.
• Monitor plans and adjust strategies as client needs change.
• Build and maintain a network of clients through referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree

Job description

Striano Financial Group, affiliated with Northwestern Mutual, seeks a Financial Representative to help individuals and businesses pursue their financial goals through personalized insurance solutions and planning.

You will build lasting client relationships, assess needs, and deliver tailored financial strategies for protection, retirement, and investments. Training, sponsorship for licenses, and a flexible schedule are available to support your growth and community impact.