Financial Planner - Veterans Welcome

The McKernan Group•West Palm Beach, FL

2d•$87,000 - $110,000

About The Position

The Financial Planner at the McKernan Group of Northwestern Mutual helps clients secure their financial futures through comprehensive insurance solutions. The role involves assessing clients’ financial needs and goals, recommending suitable products, developing personalized insurance plans aligned with long-term financial strategies, and providing ongoing relationship support as clients’ needs evolve. The planner is expected to stay informed about insurance products and industry trends and to ensure recommendations comply with company policies and regulatory requirements while meeting high ethical standards. Prior insurance or financial services experience is not required. The position offers flexibility, with an expectation that the successful candidate is open to in-person training and actively participates in daily and weekly office culture. The organization describes its environment as collaborative and supportive, with business development training, operational systems, technology, and leadership opportunities for top performers.

Requirements

Be open to in-person training and eager to participate actively in daily and weekly office culture.
Demonstrate ownership, accountability, clear communication, generosity, ambition, teamwork, and a passion for the work.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Evaluate clients’ financial needs and goals to recommend appropriate insurance products.
Develop personalized insurance plans aligned with clients’ long-term financial strategies.
Build strong client relationships and provide continued support as their needs evolve.
Stay current on insurance products and industry trends.
Ensure recommendations comply with company policies and regulatory requirements and meet high ethical standards.