Northwestern Mutual Bouchard Financial Group · 5 days ago
Financial Advisor
Naples, FL
Full-time
Hybrid
New Grad, Entry LevelBouchard Financial Group is committed to building long-lasting relationships within the community and providing exceptional financial guidance. The Financial Advisor will be responsible for delivering comprehensive financial planning services, including retirement planning and investment management, while developing personalized financial plans for clients.
Financial Services
Responsibilities
Providing clients with comprehensive financial planning services, including retirement planning, investment management, and financial advisory
Meeting with clients to assess their financial needs
Developing personalized financial plans
Providing ongoing advice and support to help clients achieve their financial goals
Qualification
Required
Be a 'people' person
Self motivated individual
Excellent communication and interpersonal skills
Ability to build and maintain relationships with clients
Open minded and coachable
Preferred
Relevant certifications (e.g., CFP, CFA) are a plus
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