Wealth Consultant with Military Background
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$87,000-$110,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The McKernan Group of Northwestern Mutual - West Palm Beach, is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/
A Glance at Northwestern Mutual (NM):
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.
What sets us apart:
The Backbone of Our Success, Our Local Leaders:
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.
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: https://youtu.be/WCffeJPaRTE
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
- Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
- Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Compliance and Ethics: Ensure all recommendations comply with company policies and regulatory requirements, maintaining the highest ethical standards.
Why Our Team Members Thrive:
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
- A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Savvy communicators who find joy in simplifying complex decisions for others.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
- Strong earnings potential with unlimited upside.
- Significant bonus opportunity commiserate with outcomes.
- Dental insurance.
- Health insurance.
- Life insurance.
- Retirement plan.
- Vision insurance.
Education:
- Bachelor's Degree (preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
*Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change.
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.
Flexible work from home options available.
Compensation: $87,000.00 - $110,000.00 per year
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Wealth Consultant with Military Background Jobs at The McKernan Group
What is the work location for this position at The McKernan Group?
This job at The McKernan Group is located in West Palm Beach, Florida, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The McKernan Group?
Candidates can expect a pay range of $87,000 and $110,000 per year.
What employment applies to this position at The McKernan Group?
The McKernan Group lists this role as a Full-time position.
What experience level is required for this role at The McKernan Group?
The McKernan Group is looking for a candidate with "Senior-level" experience level.
Does The McKernan Group allow remote work for this role?
Yes, this position at The McKernan Group supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by The McKernan Group for this role?
The McKernan Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The McKernan Group?
You can apply for this role at The McKernan Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.