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Financial Literacy Advisor Jobs in Boca Raton, FL

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Financial Literacy Advisor information

See Boca Raton, FL salary details

$34.2K

$96.9K

$136.7K

How much do financial literacy advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial literacy advisor in Boca Raton, FL is $96,922.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,200.00 and $124,300.00 per year, depending on experience, location, and employer.

What does a financial literacy advisor do?

A Financial Literacy Advisor educates individuals or groups about managing their personal finances, including budgeting, saving, investing, and debt management. They often work with clients to assess their financial situations, set realistic goals, and develop strategies to achieve financial stability. Their role may involve conducting workshops, creating educational materials, and providing one-on-one guidance. Ultimately, their goal is to empower people to make informed financial decisions and improve their overall financial well-being.

What skills and qualifications are needed to be a financial literacy advisor?

To thrive as a Financial Literacy Advisor, you need a solid understanding of personal finance, financial planning principles, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, budgeting tools, and sometimes certifications like CFP or AFC enhances your effectiveness. Strong interpersonal skills, active listening, and the ability to communicate complex concepts simply help build trust and rapport with clients. These skills ensure you can educate and empower individuals to make informed financial decisions, leading to improved financial well-being.

What challenges do financial literacy advisors face when working with clients, and how can these be addressed?

Financial Literacy Advisors often encounter challenges such as clients' reluctance to discuss personal finances, varying levels of financial knowledge, and resistance to changing established spending habits. To address these, advisors typically build trust through empathetic communication, tailor educational materials to each client's understanding, and set achievable financial goals. Collaborating closely with other professionals, such as credit counselors or social workers, can also help provide holistic support and ensure clients receive well-rounded guidance.

What is the difference between Financial Literacy Advisor vs Financial Counselor?

AspectFinancial Literacy AdvisorFinancial Counselor
CredentialsCertifications like CFP, FINRA, or financial education credentialsCertifications such as AFC, CFC, or financial counseling credentials
Work EnvironmentEducational settings, community programs, financial institutionsNon-profit agencies, credit counseling centers, banks
Employer & IndustryFinancial education organizations, schools, community programsNon-profit organizations, credit unions, banks

Financial Literacy Advisors focus on educating individuals about personal finance, budgeting, and financial planning. Financial Counselors provide personalized advice to help clients manage debt, improve credit, and resolve financial crises. While both roles require financial knowledge and certifications, their primary functions and work environments differ.

Financial Literacy Advisor jobs near you

College Financial Representative, Internship Program

Boca Raton, FL • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

Contractor, Internship

Medical, Life

Re-posted 17 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

Job description

Overview

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!

Responsibilities

Our internship program mimics our full-time Financial Representative career, allowing you to:

  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

#LI-Onsite

Qualifications

Are you a fit for this internship?

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits

  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual

  • Fortune 500 company (2023)
  • Top 100 Internship Programs, Yello x WayUp (2022)
  • 5.0+ million clients and growing2
  • $257 billion retail investment client assets held or managed by Northwestern Mutual3
  • Forbes' Best Employers for Diversity (2018-2021)
  • Unsurpassed financial strength4
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.

2 As of June 30, 2023

3 Combined client assets of NMIS and NMWMC as of June 30, 2023

4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Salary RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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