Wealth Consultant Military Background
Listed on 2026-07-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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:
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 policy owners—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:- Unsurpassed financial strength*
- A long‑term approach to planning
- Personal guidance from financial professionals
- A robust digital experience
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:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions.
- 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.
- 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.
- Individuals who value taking ownership and responsibility, acting as active participants…
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