Financial Advisor Leadership Skills

Overview

Benefits:

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

Transition Your Leadership Experience into a Career in Financial Services with The McKernan Group of Northwestern Mutual!

Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey.

Leverage Your Leadership Strengths:
Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success.

Build Meaningful Connections:
Just as you’ve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions.

See the Impact of Your Leadership:
You’ve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security.

Unlock Unlimited Growth Potential:
Unlike traditional leadership roles, your growth here isn’t limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential.

Our thriving office is located at: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401

Meet Our Team:

• 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.

• 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:

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.

• 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.

• 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…