Client Advisor Seeking Diverse Voices

Barish Financial - Northwestern Mutual•Boca Raton, FL

6d•$68,000 - $87,000•Hybrid

About The Position

Bring your passion for community and impact into a goal-oriented career as a Financial Advisor with Barish Financial of Northwestern Mutual! Barish Financial of Northwestern Mutual is guided by a mission to provide financial guidance that empowers individuals and organizations to achieve both short- and long-term stability, growth, and confidence in their financial future. Through a commitment to transparency, integrity, and personalized strategies tailored to every stage of life, the team delivers thoughtful, client-centered planning designed to create lasting impact. Beyond the work they do with clients, Barish Financial is deeply engaged in the community, supporting organizations such as several FAU Foundations, Spirit of Giving, and Alex’s Lemonade Stand in the fight against childhood cancer. This combination of purposeful planning and community involvement creates a meaningful environment for those transitioning into a Financial Representative role. Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL 33432. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Requirements

A bachelor's degree is preferred.
Previous experience in financial services, insurance, or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGF, our version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.