Top 629 Client advisor Jobs in Boca Raton, Fl

Client Advisor Seeking Former Athlete
The McKernan Group —West Palm Beach, FL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
6d
Client Advisor
Louis Vuitton —Boca Raton, FL
- $22 - $30 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor - Saks Boca Raton
Louis Vuitton —Boca Raton, FL
- $20 - $28 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor - Saks, Boca Raton
Christian Dior Couture —Boca Raton, FL
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
Client Advisor - Boca Raton
Tiffany & Co. —Boca Raton, FL
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
Financial Advisor - Ft. Lauderdale/Miami/Boca Raton
Thrivent —Fort Lauderdale, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Retirement Consultant Services —Fort Lauderdale, FL
- $90,000 - $120,000 a year
- Full-time
- Background check
- Research
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Medicare Advantage Sales Agent
Summit Health Advisors —Boca Raton, FL
- $75,000 - $150,000 a year
- Full-time
- Bilingual
- Office
- In-person
- Flexible schedule
Quick Apply
Estate Planning Associate Attorney
Neil Jesani Advisors, Inc. —Sunrise, FL
- $120,000 - $150,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Accounting Assistant, Commissions Payable
Concorde Investment Services —Boca Raton, FL
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Health Insurance Tele-sales Agent Base + Plus Renewals + Comm. $55K-$80 YR1
Avid Health Advisors —West Palm Beach, FL
- $55,000 - $80,000 a year
- Monday to Friday
- Background check
- Office
- In-person
- Health insurance
Quick Apply
Licensed Insurance Agent
Summit Health Advisors —Boca Raton, FL
- $18 an hour
- In-person
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
Senior Commercial Insurance Sales Agent
Renegade Insurance —Lauderdale Lakes, FL
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Account Manager
Paradym Advisors Co —West Palm Beach, FL
- $52,346.80 - $63,041.30 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Paid training
- Health insurance
Quick Apply
7d
CNO Financial Advisor - Hybrid Remote (FL)
CNO Financial Group, Inc. —West Palm Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
CNO Financial Advisor - Hybrid Remote (FL)
CNO Financial Group, Inc. —Boca Raton, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Counsel, Claim
Travelers —Fort Lauderdale, FL
- $106,300 - $175,400 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
5h
Wealth Management Trainee (FL)
Bankers Life —Deerfield Beach, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Client Advisor - BMW Sales
BRAMAN MOTORCARS —West Palm Beach, FL
- Urgently hiring
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
11d

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client advisor jobs near boca raton, fl

Client Advisor Seeking Former Athlete

The McKernan Group
West Palm Beach, FL

Quick Apply

Job Details

Full-time
$70,000 - $95,000 a year
6 days ago

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Customer relationship building

Full Job Description

Benefits:

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

Join the Winning Team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach, located: 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a new Client Advisor!

Why Current and Former Athletes Thrive Here:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.

By leveraging these qualities, former and current athletes find a fulfilling and prosperous career, where their sports background becomes a cornerstone of their professional success.

Meet some of our local team, many who have excelled in athletics:

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: https://youtu.be/WCffeJPaRTE

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.

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.

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.\"

Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

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.

actual results through year end 2023

Flexible work from home options available.

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Refine Your Search

client advisor jobs in boca raton, fl

Client Advisor Seeking Former Athlete

Client Advisor

Client Advisor - Saks Boca Raton

Client Advisor - Saks, Boca Raton

Client Advisor - Boca Raton

Financial Advisor - Ft. Lauderdale/Miami/Boca Raton

Financial Advisor

Medicare Advantage Sales Agent

Estate Planning Associate Attorney

Accounting Assistant, Commissions Payable

Health Insurance Tele-sales Agent Base + Plus Renewals + Comm. $55K-$80 YR1

Licensed Insurance Agent

Senior Commercial Insurance Sales Agent

Wealth Management Client Associate

Account Manager

CNO Financial Advisor - Hybrid Remote (FL)

CNO Financial Advisor - Hybrid Remote (FL)

Counsel, Claim

Wealth Management Trainee (FL)

Client Advisor - BMW Sales

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