Client Advisor

The McKernan Group

Client Advisor crafting financial strategies for clients' needs at The McKernan Group, a Northwestern Mutual office in West Palm Beach, FL. Engage clients and facilitate their financial planning and protection goals.

Posted 7/16/2026full-timeWest Palm Beach • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a focus on personalized strategies for asset protection and income security. Holds required state insurance licenses and possesses strong analytical and communication skills to effectively engage with clients.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementState Insurance LicensesAnalytical SkillsInterpersonal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInsurance Policy ReviewStrategy ImplementationAsset ProtectionIncome Security

Soft Skills

Interpersonal AbilitiesCommunication SkillsRelationship BuildingCommunity Involvement

Certifications & Qualifications

State Insurance Licenses

Industry Keywords

Financial ServicesBusiness DevelopmentClient EngagementFinancial ProtectionPersonalized Guidance

About the role

Key responsibilities & impact

Engage with clients to understand their comprehensive financial needs
Provide personalized guidance to help clients achieve their financial protection and planning goals
Design and implement tailored strategies safeguarding clients' assets, income, and overall financial well-being
Regularly review and update clients' financial plans and insurance policies accordingly
Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Requirements

What you’ll need

Bachelor’s degree in finance, business, or a related discipline preferred
Experience in insurance, financial services, or business development is beneficial, but not mandatory
Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Required state insurance licenses (training and sponsorship considered)

Benefits

Comp & perks

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