Wealth Consultant with Military Background

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 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 :

• Unsurpassed financial strength
• A long-term approach to planning
• Personal guidance from financial professionals
• A robust digital experience

The Backbone of Our Success, Our Local Leaders :

Nick Hernandez, Field Director & Financial Advisor

Professional Journey : Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.

Education & Family : Holds a Bachelor’s in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11).

Fun Fact : Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deep—he grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.

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 :

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 : 401(k)

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.

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.