Financial Advisor Career Changer Opportunity

Striano Financial Group, partnering with Northwestern Mutual, is hiring a Financial Advisor to help individuals and businesses pursue their financial goals through tailored insurance solutions and ongoing financial planning. This onsite role in Boca Raton focuses on developing long-term client relationships, building financial plans, and providing continued support as needs change.

You will work within a team built around guidance, training, and professional licensing support, with resources available to help career changers transition into financial services.

Role Overview

As a Financial Advisor with Northwestern Mutual, you will help clients work toward their financial objectives by understanding their needs and delivering personalized planning and insurance strategies. The position includes relationship-building, plan creation, and regular follow-up to keep strategies aligned with evolving circumstances.

Responsibilities

• Meet with clients to learn their financial goals, aspirations, and concerns.
• Create comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies designed to protect clients’ assets and income.
• Review and monitor plans, providing regular updates and adjusting strategies as circumstances change.
• Develop and sustain a client network through referrals, community involvement, and professional associations.

Requirements

• Bachelor’s Degree is strongly preferred, or a military equivalent.
• Prior 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 required licenses, including Series 6, 63, and state insurance licenses (training and sponsorship available).

Compensation and Benefits

• Salary: USD 80,000 - 110,000 per year.
• Retirement.
• Bonus based on performance.
• Dental, health, and vision insurance.
• Flexible schedule.
• Opportunity for advancement.
• Training and development, including access to ongoing training programs and sponsorship for advanced certifications.
• Competitive compensation structure with performance incentives and no ceiling.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Flexibility to build a schedule that fits your lifestyle and goals.
• Performance and support designed to help you guide individuals and families toward financial security and success.

Northwestern Mutual (NM) Context

• Fortune 500® company providing financial services to more than 5 million people.
• Mutual company structure: it answers to policyowners, not Wall Street.
• Founded in Wisconsin in 1857.
• Recognized by FORTUNE® as one of the “World’s Most Admired” companies in 2024.
• Culture focused on helping people achieve financial security.

Team Information

• Peter Striano, Managing Partner: Time with NM since 1992; previously joined as the agency’s first college agent and progressed through leadership roles including College Agent, Special Agent, College Unit Director, Field Director, Managing Director, and Managing Partner. Passionate about faith and community involvement, including support for Our Fathers House Soup Kitchen.
• Renata Carvalho, Managing Director: Time with NM since 2019; prior experience includes work as an Economist with an Executive MBA from Florida Atlantic University and leadership experience across global business management in financial planning, sales, procurement, logistics, and marketing within multinational corporations. Licensed in over 20 states with expertise in international business and financial literacy initiatives. Passionate about advocating for immigrants, women, and minorities.
• Linda Buccilli, Managing Director: Time with NM since 2011; began her Northwestern Mutual career in 2011 and earned multiple Bronze, Silver, and Gold Awards, Long Term Care Leader Awards, and Million Dollar Round Table recognition. Currently serves as a District Director and Long Term Care Specialist leading a diversified team of Financial Advisors. Passionate about Long Term Care education and planning.

Location

1515 S Federal HWY Suite 208
Boca Raton, FL 33432

Why Career Changers May Thrive Here

• Support for people with strong interpersonal skills, perseverance, and a desire to make a difference.
• Training, mentorship, and professional licensing support to help you transition into financial services.
• A team environment with leaders who previously coached, built, designed, or taught before establishing their own financial practices.