Wealth Consultant with Military Background
The McKernan Group
Benefits: 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The McKernan Group of Northwestern Mutual - West Palm Beach, is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. What sets us apart: Unsurpassed financial strength* A long‑term approach to planning Personal guidance from financial professionals A robust digital experience The Backbone of Our Success, Our Local Leaders: Bill McKernan, Managing Director: How long with NM? Since 2002. Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work. Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing. Brooke McKernan, Wealth Management Advisor: How long with NM? Since 2003. Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot. Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends. Quote to live by: "The only way to do great work is to love what you do." Dave Siegel, Field Director: How long with NM? Since 2009. Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013. Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan. Check out Dave’s mission statement: Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Client Assessment: Evaluate clients’ financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients’ long‑term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations comply with company policies and regulatory requirements, maintaining the highest ethical standards. Why Our Team Members Thrive: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting‑edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good‑natured in their demeanor. Benefits: Strong earnings potential with unlimited upside. Significant bonus opportunity commiserate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in‑person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. *Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. #J-18808-Ljbffr The McKernan Group
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...our growing Empower Personal Wealth sales team, providing support... ...deepening customer’s relationship with Empower What You Will Bring... ...or mental disability, military or veteran status, genetic information...SuggestedRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$5,000 per month
...25 to April 30. The Senior Wealth Advisor, Practice Lead plays... ...shows up for clients: leading with empathy, clarity, and insight... ...delivering effective client consultations - always composed, professional... ...physical or mental disability, military or veteran status, genetic...SuggestedRemote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation packageFlexible hours- ...problem-solvers who strive to live our values every day. A career with Chromalloy is an opportunity to learn from top industry experts... ...will also be conditioned upon the successful completion of a background investigation and drug screen in accordance with company policy...SuggestedLocal areaImmediate startFlexible hoursAfternoon shift
$50k
...you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities... ...history as set forth in applicable regulations and conducts background reviews consistent with FINRA Rule 3110(e). #J-18808-Ljbffr...SuggestedWork at officeHome officeFlexible hours$135k - $160k
...~ Comprehensive health, dental, and vision insurance ~401(k) with company match ~ Short- and long-term disability coverage (employer... ...platforms Senior Lead Financial Planner Preferred Background & Skills Deep passion for helping clients achieve their...SuggestedTemporary workRemote workFlexible hoursAfternoon shift$61k - $119k
...award-winning training programs equip you with the education, skill-building, and... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory... ...Financial Representative, a national criminal background check is required. Should the background...Full timeContract workFor contractorsWork at office- ...California; Tucson, Arizona To proceed with your application, you must be at least 18... ...( Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Management team represents an array of different backgrounds and bring their unique perspectives,...Work at officeShift workDay shift
$1,000 per month
...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice... ...a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round,...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice... ...a flexible schedule to work around your life and your classes. With the option to participate in our internship program year‑round,...Full timeInternshipLocal areaFlexible hours$1,000 per month
...college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice... ...a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round,...Full timeFor contractorsInternshipLocal areaFlexible hours$165k - $200k
...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ...expert capable of handling complex wealth and relationship management issues, providing... ...process, which includes a criminal background and credit check. Failure to meet or maintain...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$50k
...Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the... ...of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints...Work at officeWork from homeHome officeFlexible hours- ...career that matches all your initiative with an impressive dose of innovation. From cutting... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader... ...equality and embrace diverse perspectives and backgrounds. Learn more here!Community Focus: We care...Work at officeWork from home
- ...service comprehensive financial planning and wealth management firm. Our core values and... ...and goals. Values Integrity - to be honest with strong moral principles and ethical... ...accepting to different thoughts, beliefs, and backgrounds Responsibilities and Job Description Marketing...Full timeWork visa
$30 - $45 per hour
...responsibilities as defined by leadership Ensure compliance with accounting standards, regulatory requirements, and company policies... ..., genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic...- ...career that matches all your initiative with an impressive dose of innovation. From cutting... ...: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader... ...equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our...Work experience placementWork at officeWork from home
- ...Beach, Florida To proceed with your application, you must be... ...Job Description: Merrill Wealth Management is a leading provider... ...an array of different backgrounds and bring their unique perspectives... ...by using a defined consultative approach to systematically identify...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to... ...an Equal Opportunity Employer and maintains a smoke and drug free workplace. Background and drug screenings required. Amscot FinancialFull timeTemporary workFlexible hoursNight shiftWeekday work
$36k - $125k
...seeking a Financial Sales Professional (Remote) to assist clients with their financial needs. This part-time role emphasizes training... ...income alongside existing commitments. Candidates must pass a background check and have a U.S. Social Security Number. Earnings range...Remote jobPart time- The Goldman Sachs Group is looking for a Private Wealth Advisor based in West Palm Beach, Florida. This role involves leveraging your background to build client relationships and deliver tailored wealth management advice. A strong focus on client service and ethical standards...
- ...engages clients in meaningful, consultative conversations to understand... ...personalized banking solutions, with an emphasis on deposit... ...but not limited to mortgage, wealth, private client, and business... ...Salesforce. Compliance with a background credit check. Compliance with...Temporary workWork at officeMonday to Friday
- ...customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's... ...(s), and experience (including military service) may be considered. Education... ...position will be subject to additional background checks as required by Consumer Financial...Full timeTemporary workPart timeWork experience placementWork at office
- ...thrive. We encourage candidates to connect with their recruiter and hiring manager to... ...certification(s), and experience (including military service) may be considered. Education No... ...will be subject to additional background checks as required by Consumer Financial...Full timeTemporary workWork experience placementWork at officeShift work
- ...and preapproval advisory conversations with potential homebuyers to include builder... ...building and training with PulteGroup sales consultants. Develop partnership with centralized... ...clear results of a comprehensive pre‑hire background check including credit, criminal,...Contract workWork at officeLocal areaFlexible hoursAfternoon shift
- ...relationships across all stakeholders. Ideal candidates will have a background in mortgage lending and strong customer service skills. This is... ...five days a week and involves travel to local communities. Competitive salary with potential bonuses is offered. #J-18808-Ljbffr...Work at officeLocal area
- Goldman Sachs is seeking a motivated Private Wealth Advisor to join their successful advisory team focusing on the Mexico market. This role involves leveraging unique backgrounds to build and manage client relationships, delivering comprehensive wealth management advice...
- .... As a Loan Processor for NVR Mortgage, you will work directly with our homebuying customers from Ryan Homes, NVHomes and Heartland... ...professional development. Your customer service expertise and financial background will allow you to help families purchase high quality homes in...Work at office
- ...thrive. We encourage candidates to connect with their recruiter and hiring manager to... ...certification(s), and experience (including military service) may be considered. Education... ...position will be subject to additional background checks as required by Consumer Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...solutions that meet client needs based on consultative conversations and referrals to other... ...Responsibilities 1. Exercises advanced proficiency with routine client maintenance requests,... ...of registration and applicable NMLS background check which includes meeting applicable...Full timePart timeWork at officeNight shiftWeekend work
$50 - $60 per hour
...own schedule. This is an opportunity to work with us as an independent contractor. We're... ...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages...Hourly payContract workFor contractorsWork experience placementRemote work
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