Client Advisor, Financial Planning

Job overview

The Client Advisor role is onsite in West Palm Beach, FL. The posting lists a salary range of $70,000–$95,000 per year. The advisor supports clients of The McKernan Group, Northwestern Mutual, with financial protection and planning needs. The role helps individuals and families plan for financial security by understanding their needs, developing tailored strategies, and reviewing plans and insurance policies as circumstances change. Building a client network through referrals and community involvement supports the firm’s client service and growth.

What you'll do

• Engage clients to understand comprehensive financial needs
• provide personalized guidance for financial protection and planning goals
• design and implement strategies to safeguard assets, income, and financial well-being
• review and update financial plans and insurance policies
• build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies

client advisor

financial planning

financial protection

insurance

client relationships

wealth management

west palm beach fl

the mckernan group

northwestern mutual

$70k-$95k/year

insurance licensing

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance-based bonuses
• dental, health, and vision insurance
• flexible schedule
• training and development
• advancement opportunities
• advanced certification sponsorship
• planning-team support, marketing resources, and mentorship.

Why this role

State insurance licenses required, with training and sponsorship considered; prior insurance or financial-services experience is beneficial but not mandatory; former and current athletes are encouraged to apply.

About the employer

The McKernan Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.