About this role
Client Advisor Seeking Diverse Voices at Barish Financial - Northwestern Mutual. Location: Boca Raton, Florida, United States. Role: consulting clients, developing plans, recommending insurance Requirements: Build client relationships, develop financial plans, recommend insurance solutions; bachelor's preferred, licensing (Series 6, 63, state insurance) required/obtainable, strong interpersonal and analytical skills. Category: Finance and Accounting Seniority: Entry Level Certifications: series 6, series 63, state insurance Commitment: Full Time Workplace: Hybrid Languages: English