Northwestern Mutual Bouchard Financial Group ยท 1 month ago
Financial Advisor with Management Experience
Fort Myers, FL
Full-time
Hybrid
Mid LevelNorthwestern Mutual Bouchard Financial Group is seeking management professionals to transition their leadership skills into a rewarding career in financial services. The role involves educating clients on financial planning, building relationships, and collaborating with a supportive team to drive results and client success.
Financial Services
Responsibilities
Educate clients on financial planning and insurance options
Provide excellent customer service and build lasting relationships
Collaborate with a local supportive team
Qualification
Required
Strong communication and interpersonal skills
Goal-oriented with a desire to succeed
Life insurance license and FINRA certifications (or willingness to obtain)
Preferred
Management experience from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare
Benefits
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Flexible work from home options available.
Company
Northwestern Mutual Bouchard Financial Group
At Bouchard Financial Group, our Financial Advisors are committed to building long lasting, genuine relationships within the community and paving the way for their clients financial security.
Fort Myers, Florida, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase