Mission-Driven Financial Planner: Growth & Flex

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

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.