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Northwestern Mutual · 10 hours ago

Financial Advisor (Entrepreneurial Career, Paid Training & Licensing Provided, No Prior Finance Experience Required)

Naples, FL

Full-time

Onsite

New Grad, Entry Level

$82K/yr - $100K/yr

Northwestern Mutual: Bouchard Financial Group is seeking new Financial Advisors to join their growing practice. This role involves providing expert guidance in financial planning, obtaining necessary licenses, and building a strong client base through networking and referrals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Kathleen Jane Casey, MBA (張麗安)

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

State insurance licensesFinancial planningSales experienceInterpersonal skillsNetworkingClient servicesEntrepreneurial mindset

Required

MUST live in Florida Lee County, Collier County and some portions of Charlotte County

Strong applicants will have exceptional interpersonal skills

A history of personal success

A demonstrated interest in business, finance, and entrepreneurism

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

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

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

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)