Northwestern Mutual Bouchard Financial Group · 7 hours ago
Financial Advisors - Training & Mentorship Provided | Career Changers Welcome
Fort Myers, FL
Full-time
Onsite
New Grad, Entry Level
$82K/yr - $100K/yrNorthwestern Mutual Bouchard Financial Group is seeking new Financial Advisors to join their growing practice. The role involves providing guidance and innovative solutions for clients in areas such as retirement planning and insurance, while also participating in training and development meetings.
Financial Services
Hiring Manager
Anna Beach
Responsibilities
Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Obtain state insurance licenses (215, SIE, Series 6 and Series 63)
Prospecting, networking and finding referrals to Identify and pursue potential clients while maintaining a strong client base
Maintain compliance with all rules and regulations in the financial industry
Participate in weekly coaching, training, and development meetings
Qualification
Required
MUST live in Florida Lee County, Collier County and some portions of Charlotte County
Obtain state insurance licenses (215, SIE, Series 6 and Series 63)
Maintain compliance with all rules and regulations in the financial industry
Participate in weekly coaching, training, and development meetings
This role requires company sponsored licensing and contracting, which includes clearing a criminal and civil background check
This role involves handling client assets and sensitive financial information. Ideally no pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000—that can impact your ability to fulfill the responsibilities of the role
Preferred
Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism
You know how to connect with people, building personal, trusted relationships
Financial planning is interesting to you, and you have the motivation to learn and continue your education
You're ready to earn more for your hard work
You have had past success in sales, athletics, military, client services, or client facing roles
Benefits
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Residual income
Comprehensive medical insurance
Retirement package and full funded pension plan
Life and disability insurance
Health care and dependent care reimbursement accounts
Family Planning / Adoption Assistance
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