Financial Representative
Striano Financial Group Llc
About the Role As a Financial Representative 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. Key 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. Qualifications Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits Retirement plans Bonus based on performance Company parties Dental insurance Health insurance Vision insurance Opportunity for advancement Professional development and training & development programs Competitive compensation with performance incentives and no ceiling Support and mentorship from a dedicated planning team, marketing resources, and experienced mentors Work‑life balance and flexibility to create a schedule that fits your lifestyle and goals Location 1515 S Federal HWY Suite 208 Boca Raton, FL 33432 Work‑Life Flexibility Flexible work from home options available. #J-18808-Ljbffr
$70k - $250k
...As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry...SuggestedFull timeContract workWork experience placementWork at officeRelocationNorthwestern Mutual
Boca Raton, FL5 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Boca Raton, FL2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Boca Raton, FL1 day ago- ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Boca Raton, FL4 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...SuggestedWork at officeShift workDay shift
Bank of America
Boca Raton, FL2 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Boca Raton, FL3 days ago- ...Summary: The Financial Aid Counselor provides and supports the vision and mission of the university and the Office of Financial Aid (OFA) by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor...Work at officeFlexible hoursNight shift
Lynn University
Boca Raton, FL5 days ago $130k - $150k
...yr - $150,000.00/yr Additional compensation types Annual Bonus and Stock options Our Boca Raton office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the...Full timeWork at office- ...Cetera Wealth Management Group, a leading network of independent firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your independence is your greatest asset. We’re not here to change how you...Full time
- …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals?...
- ...turn your experience into something more meaningful? Striano Financial Group of Northwestern Mutual is proud to be recognized for both... ...nationwide for achieving the highest new Financial Representative production across all Northwestern Mutual agencies. Guided by...Work at officeWork from homeVisa sponsorshipFlexible hours
- ...Career For professionals who have built successful careers but feel their earning potential is limited by their current role, the financial services industry can offer an opportunity to explore something different. We’re looking for motivated, accomplished individuals who...Temporary workWork at officeFlexible hours
- Northwestern Mutual in Boca Raton, FL, is hiring Financial Representatives to build a client base and deliver personalized financial solutions. You will grow relationships, learn Northwestern Mutual products, and leverage industry training and mentors to succeed in your...
$55k - $65k
Financial Counselor - Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact... ...Collect required deposits from patient's families and their representatives and assist with financial assistance agreements (payment plans...Full timeLocal areaFlexible hours$61k - $250k
A financial services company in Boca Raton is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. Candidates should possess a Bachelor's degree and demonstrate strong relationship-building skills. Performance-based earnings...- About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful...Full timeFlexible hours
$200k - $225k
...serving. You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house...Work at officeLido Advisors, LLC
Boca Raton, FL2 days ago- ...The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social...Local area
Mesirow
Boca Raton, FL2 days ago - ...Our client, a consumer products organization, is seeking an FP&A Analyst to lead financial planning, forecasting and business performance analysis initiatives. This person will be tasked with developing financial models, preparing budgets and forecasts, analyzing operating...
Charles Aris
Boca Raton, FL4 days ago - ...Interested? Click HERE for more information. Our client is a boutique, CPA-owned, wealth management firm that leads with financial planning. Their team is known for a concierge-level, "like family" approach that sets them apart from larger firms. This role is designed...
New Planner Recruiting LLC
Boca Raton, FL4 days ago - ...advances to personal injury victims and their families. Our mission is to provide much-needed liquidity to an underserved market, giving financial means for victims to pursue a fair settlement. We have built an organization driven by excellence and are looking for people who...
US Claims Capital LLC
Boca Raton, FL2 days ago $20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 Job Description Responsibilities include but are not limited to: Focus on growing existing customer...Full timePart timeRadNet
Boca Raton, FL1 day ago$18.32 - $23.27 per hour
...Financial Clearance Associate Outpatient-Rehab & Imaging, Patient Access Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and...Work at office$17.27 - $21.93 per hour
...Patient Financial Associate Emergency Room Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in...Work at officeWeekend work$50.6k - $70.6k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...Citibank (Switzerland) AG
Boca Raton, FL3 days ago- ...employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional...Work experience placementH1bWorldwideFlexible hours
Northern Trust
Boca Raton, FL5 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Deerfield Beach, FL5 days ago - ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Boca Raton, FL4 days ago - ...management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating... ...information current in relevant systemsSupport Business Development Representatives in sourcing new Commercial Banking clients, by cultivating...Full timeWork experience placement
- A financial services organization is seeking a Financial Advisor to join the Advisor Development Program. This role involves working with high-net-worth clients to identify financial needs and develop tailored investment strategies. The ideal candidate will hold relevant...
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