Junior Financial Advisor: Flexible Schedule & Training

Barish Financial - Northwestern Mutual; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship

Work-Life Balance

Community Impact

Job summary

Barish Financial of Northwestern Mutual is seeking a Financial Representative to join a team delivering personalized insurance solutions and financial planning in Boca Raton. You will build long-term client relationships, understand needs, and present tailored strategies.

The role emphasizes professional growth, mentorship, and a flexible schedule alongside a strong development pathway. Join a company with community involvement and a culture focused on integrity, transparency, and helping

Qualifications

• Bachelor's degree required or military equivalent.
• Experience in financial services is beneficial but not required.
• Licenses such as Series 6 and 63 or state life/health licenses preferred.

Responsibilities

• Consult with clients to understand their financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Provide ongoing planning support and periodic reviews to adapt to changes.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's Degree

Military equivalent

Tools

Series 6

Series 63

State insurance licenses

Job description

Barish Financial of Northwestern Mutual is seeking a Financial Representative to join a team delivering personalized insurance solutions and financial planning in Boca Raton. You will build long-term client relationships, understand needs, and present tailored strategies.

The role emphasizes professional growth, mentorship, and a flexible schedule alongside a strong development pathway. Join a company with community involvement and a culture focused on integrity, transparency, and helping