Financial Representative, Training Provided

Job overview

The Financial Representative role is onsite in West Palm Beach, FL, with stated compensation of $60,000–$85,000 per year. The McKernan Group is a Northwestern Mutual office that helps individuals and businesses pursue financial security and supports local community organizations. The representative builds client relationships, understands financial goals, and develops tailored planning and insurance solutions. Ongoing client support and networking help maintain plans as clients’ needs and circumstances change.

What you'll do

• Consult with clients about financial goals and concerns
• develop financial plans covering investments, insurance, and retirement
• recommend and implement insurance strategies
• monitor plans and adjust strategies as circumstances change
• build a client network through referrals, community involvement, and professional associations. Necessary licenses include Series 6, 63, and state insurance licenses
• training and sponsorship are available.

What we're looking for

Skills & competencies

financial representative

west palm beach fl

the mckernan group

northwestern mutual

financial planning

insurance solutions

client relationships

retirement planning

series 6

series 63

training provided

$60k–$85k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), performance bonus, dental and health insurance, flexible schedule, advancement opportunities, training and development, vision insurance, mentorship, and sponsorship for advanced certifications.

Why this role

Previous financial services, insurance, or business development experience is beneficial but not required. A bachelor’s degree in finance, business, or a related field is preferred. The posting describes flexible scheduling and ongoing training.

About the employer

The McKernan Group is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.