Northwestern Mutual · 4 months ago
Financial Representative/Advisor - Local Candidates
West Palm Beach, FL
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $250K/yrNorthwestern Mutual McKernan Financial Group is seeking top talent to join their premier firm in West Palm Beach, FL. Financial Representatives provide expert guidance and innovative solutions for the planning needs of individuals and businesses in various financial areas, striving to develop comprehensive financial solutions that help clients achieve their goals.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Obtain state insurance licenses (215, SIE, Series 6 and Series 63)
Identify and pursue potential clients to maintain a strong client base
Develop and sustain trustworthy long-term relationships with your clients
Meet individually with your clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Develop in-depth knowledge of our financial products to advise clients accordingly
Prepare financial documents, such as income projections and investment reports
Maintain compliance with all rules and regulations in the financial industry
Participate in weekly coaching, training, and development meetings
Qualification
Required
Obtain state insurance licenses (215, SIE, Series 6 and Series 63)
Exceptional interpersonal skills
A history of personal success
A demonstrated interest in business, finance, and entrepreneurism
Identify and pursue potential clients to maintain a strong client base
Develop and sustain trustworthy long-term relationships with your clients
Meet individually with your clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Develop in-depth knowledge of our financial products to advise clients accordingly
Prepare financial documents, such as income projections and investment reports
Maintain compliance with all rules and regulations in the financial industry
Participate in weekly coaching, training, and development meetings
You know how to connect with people, building personal, trusted relationships
Financial planning is interesting to you and you have the motivation to learn and continue your education
You're ready to earn more for your hard work
You have had past success in sales, athletics, military, client services, or client facing roles
Preferred
Ability to Commute: West Palm Beach, FL 33411 (Preferred)
Ability to Relocate: West Palm Beach, FL 33411: Relocate before starting work (Preferred)
Benefits
Support for insurance licensing: SIE, Series 6, Series 63, CFP®, and more
Residual income
Comprehensive medical insurance
Retirement package and pension plan
Life and disability insurance
Health care and dependent care reimbursement accounts
Family Planning / Adoption Assistance
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance
Retirement Plan
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase