Entry-Level Financial Representative

Job overview

The Entry-Level Financial Representative role is an onsite, full-time position in Boca Raton, FL, with stated pay of $78,000–$102,000 per year. Striano Financial Group of Northwestern Mutual helps individuals and businesses pursue financial goals through personalized insurance solutions and financial planning. The representative consults with clients, develops financial plans, recommends insurance strategies, and provides ongoing support. Building trusted relationships and adjusting plans as circumstances change contributes to clients’ financial security and goals.

What you'll do

• Consult with clients about financial goals and concerns
• develop plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and provide updates or adjustments
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

entry-level financial representative

financial planning

insurance solutions

client consultation

retirement planning

client relationships

boca raton fl

striano financial group

$78k–$102k/year

licensing sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, performance bonuses, company events, dental, health and vision insurance, flexible schedule, advancement opportunities, training and development, mentorship, and marketing resources.

Why this role

Bachelor’s degree preferred; prior financial services, insurance, or business development experience beneficial but not required; training and sponsorship for required licenses available.

About the employer

Striano Financial Group is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.