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
$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 areaUnavailable
Boca Raton, FL2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Boca Raton, FL3 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, FL2 days ago- ...As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with...Suggested
Next Frontier Capital
Boca Raton, FL10 hours ago - ...Corebridge Financial Services is seeking a motivated Financial Advisor to provide personalized retirement and financial planning for clients and their families. You can set your schedule and build a career on your terms, leveraging company technology and marketing support...SuggestedRemote work
Corebridge
Boca Raton, FL10 hours 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 officeWealth Enhancement Inc
Boca Raton, FL5 days 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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Boca Raton, FL6 days ago $55k - $65k
...Financial Counselor – Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact Billing... ...Collect required deposits from patient's families and their representatives and assist with financial assistance agreements (payment...Full timeLocal areaFlexible hoursExact Billing Solutions
Deerfield Beach, FL5 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...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, FL4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at officeUnavailable
Boca Raton, FL2 days ago- ...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
Cetera Wealth Services
Boca Raton, FL5 days ago - ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Boca Raton, FL10 hours ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$70k
...bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business...Full timeWork at officeCitigroup Inc
Boca Raton, FL3 days ago- Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...Flexible hours
Occupation Elevation
Boca Raton, FL1 day ago - ...A prominent wealth management firm in Florida is seeking a motivated Service Financial Advisor to enhance client relationships and support comprehensive financial planning. This role requires strong interpersonal skills and a customer service mentality, ensuring client...Flexible hours
Claire Myers Consulting
Boca Raton, FL10 hours ago - ...Northwestern Mutual is offering an internship program for College Financial Representatives in Boca Raton, Florida. The program provides guidance and resources to build a financial planning practice. Interns will learn to prospect clients, develop business strategies,...Full timeInternshipFlexible hours
Northwestern Mutual
Boca Raton, FL1 day ago - ...Fairygodboss is seeking a Private Client Advisor in Deerfield Beach, Florida, to provide comprehensive financial planning and advice to clients. This role requires at least 2 years of experience in financial advising, with a focus on building client relationships and delivering...
Fairygodboss
Deerfield Beach, FL10 hours ago - ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment...Local area
Mesirow Financial
Boca Raton, FL5 days ago - ...Wealth Advisor Position Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define...Work at office
Sequoia Financial Group
Boca Raton, FL5 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...
USClaims
Boca Raton, FL5 days ago $70k - $80k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Deerfield Beach, FL4 days ago- ...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...
Northern Trust
Boca Raton, FL5 days ago - ...committed to obtaining their CFP. The ideal candidate will have a robust background in preparing complex client deliverables and financial models, bringing 2+ years of dedicated experience within an RIA or family office setting. Responsibilities Construct sophisticated...Work at office
Ascendo Resources
Boca Raton, FL2 days ago - ...individuals who are passionate about helping clients achieve their financial goals, eager to grow professionally, and interested in... ...and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform...Contract workWork at officeRemote work
Perigon Wealth Management
Boca Raton, FL3 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Boca Raton, FL. Financial Advisors are based within a bank branch and...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Boca Raton, FL2 days ago - ...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. ,Responsibilities Include But Are Not Limited To Focus on growing existing customer relationships and acquiring new ones...
Valley Bank
Boca Raton, FL4 days ago - ...advancement Training & development Vision insurance Striano Financial Group of Northwestern Mutual is proud to be recognized for... ...nationwide for achieving the highest new Financial Representative production across all Northwestern Mutual agencies. Guided by...Work at officeWork from homeVisa sponsorshipFlexible hours
- About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889...Work experience placementH1bLocal area
001 The Northern Trust Company
Boca Raton, FL2 days ago - ...rotate through operations and sales/service while building trusted customer relationships. You will use consultative selling to assess financial needs, cross-sell products, and provide timely service at the teller line. Strong communication and integrity are essential. #J-18...
Fifth Third
Boca Raton, FL10 hours ago
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