Financial Representative Entry Level

The McKernan Group
Belle Glade, FL

: Benefits:
  • 401(k)
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Join the winning team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach! Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimer's. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual: 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. Meet Some of Our Local Leaders, the Heartbeat of Our Business: 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.
Nick Hernandez, Field Director & Financial Advisor
  • Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
  • Education & Family: Holds a Bachelor's in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11).
  • Fun Fact: Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deep—he grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.
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:
About the Financial Representative 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 in finance, business, or a related field 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:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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.
  • actual results through year end 2023

Flexible work from home options available.

Posted 2026-07-09

Recommended Jobs

Cardiology Inpatient - NP or PA

Johns Hopkins Medicine
Saint Petersburg, FL

Explore Your Possibilities! Recognized as a Top 50 Cardiology and Heart Surgery Program by U.S. News & World Report 2026. Johns Hopkins All Children's Hospital is seeking an APP to provide exper…

View Details
Posted 2026-07-09

Field Executive - Tom Ford / Balmain - Miami, FL

TOM FORD
Miami, FL

Description A. Sales Related Responsibilities Sales Support Review retail sales targets and performance of each door on a monthly basis with ASOM Analyze performance of business vs. sales objectives,…

View Details
Posted 2026-07-09

Maintenance Technician

Orbia
Gainesville, FL

Join Dura-Line, an Orbia business, in leading the charge for global connectivity! As the premier manufacturer of plastic conduit pipes, we create pathways that connect people and information worldw…

View Details
Posted 2026-03-12

CC OFFICE ADMIN OPS

Royal Caribbean Cruises, Inc.
Miami, FL

CC OFFICE ADMIN OPS CC OFFICE ADMIN OPS

View Details
Posted 2026-05-27

Personal Trainer and Assisted Stretch Coach

The Exercise Coach
Fort Lauderdale, FL

Job Description Job Description Benefits: Competitive salary Opportunity for advancement Flexible schedule Personal Trainer / Assisted Stretch Coach (Paid Training + Bonuses + Growth …

View Details
Posted 2026-05-30

Pharmacy Cashier

Walgreens
Seminole, FL

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register and provides customers with courteous, fair, friendly, and efficient checkout servic…

View Details
Posted 2026-06-30

Learning and Development Senior Coordinator (FT)

Wal-mart
Tampa, FL

: About the Job We are hiring a Human Resources Learning and Development Senior Coordinator for Specialty Pharmacy in Orlando, Florida. The work schedule will be Monday through Friday between the h…

View Details
Posted 2026-06-30

Service Scheduling Coordinator/ Administrative

Progress Communications Inc
Altamonte Springs, FL

Job Description Job Description Communications/structured wiring background needed. Answer calls and emails for service requests and schedule technicians. Perform basic administrative tasks.  

View Details
Posted 2026-05-14

AT&T Sales Representative

First Class International Marketing
Pensacola, FL

Job Description Job Description Authorized AT&T Dealer | Sales Representative   About First Class International Marketing First Class International Marketing is a fast-growing sales and ma…

View Details
Posted 2026-03-21

Quality Assurance Manager

JBS
Live Oak, FL

Description Position at Pilgrim's Quality Assurance Manager      At Pilgrim’s, Safety Is A Condition, which means the safety of our team members comes first - always.    The Quality Assurance…

View Details
Posted 2026-06-27