Wealth Consultant, Military Background

The McKernan Group

Wealth Consultant role at Northwestern Mutual, focusing on client financial futures with custom insurance solutions. Building relationships and ensuring compliance with ethical standards.

Posted 7/3/2026full-timeWest Palm Beach • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $87,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Develop personalized insurance plans that align with clients' long-term financial strategies.
Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Ensure all recommendations comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Requirements

What you’ll need

Bachelor's Degree (preferred)
Individuals who value taking ownership and responsibility
Savvy communicators who find joy in simplifying complex decisions for others
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

Comp & perks

401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

TeamworkOwnershipApproachabilityAmbitionSimplifying Complex Decisions