Financial planning can be a rewarding career shift when it helps people protect what matters and build toward long-term goals. In this Financial Advisor role with The McKernan Group, you will work with Northwestern Mutual clients and prospects to deliver personalized insurance solutions and financial planning designed around each person’s priorities.
Based in West Palm Beach, FL on site, this position is structured for long-term client relationships, ongoing plan reviews, and continued professional growth through training, mentorship, and licensing support.
Role Overview
As a Financial Advisor at Northwestern Mutual through The McKernan Group, you will help individuals and businesses pursue financial goals by developing comprehensive plans and recommending insurance strategies. The work centers on understanding client concerns, building trust over time, and providing regular updates as circumstances change.
Key Responsibilities
- Meet with clients to understand financial goals, aspirations, and concerns.
- Create comprehensive financial plans covering investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor plans and provide regular updates, adjusting strategies as needed.
- Grow and maintain a client network through referrals, community involvement, and professional associations.
Requirements
- Bachelor’s Degree is strongly preferred, or a military equivalent.
- Previous 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.
- Obtain necessary licenses, including Series 6, 63, and state insurance licenses (training and sponsorship are available).
Compensation & Location
- Location: West Palm Beach, FL (onsite)
- Salary: USD 85,000 - 110,000 per year
Benefits & Support
- 401(k)
- Bonus based on performance
- Dental insurance, vision insurance, and health insurance
- Flexible schedule
- Opportunity for advancement
- Training and development, with access to ongoing training programs and sponsorship for advanced certifications
- Competitive compensation structure including performance incentives, with no ceiling
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
- Flexibility to create a schedule that fits your lifestyle and goals
Office Location
- 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401
Northwestern Mutual Context
- Northwestern Mutual is a FORTUNE 500® company providing financial services to more than 5 million people.
- As a mutual company, it answers to policyowners, not Wall Street.
- Founded in Wisconsin in 1857, and recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.
Team Highlights (McKernan Group)
- The McKernan Group is the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors.
Leadership Background
- Bill McKernan, Managing Director: Time with NM since 2002. Began as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 14 years. First position after graduating from FSU; belief that anyone can succeed through hard work. Enjoys spending time with his wife Brooke and their three boys, plus tennis, basketball, and surfing.
- Brooke McKernan, Wealth Management Advisor: Time with NM since 2003. Began as a top college intern and rose quickly to become the first woman to achieve the top spot. Passionate about family, running, travel, volunteering, and spending quality time with friends. Quote to live by: “The only way to do great work is to love what you do.”
About the Fit for Career Changers
This opportunity is positioned for people with strong interpersonal skills, perseverance, and a desire to make a difference. The role includes training, mentorship, and professional licensing support to help you transition into financial services.
