Northwestern Mutual · 21 hours ago
Financial Advisor - Career Changers Encouraged to Apply
Fort Myers, FL
Full-time
Hybrid
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 expert guidance in financial planning, maintaining compliance, and building client relationships, with a focus on helping individuals and businesses achieve their financial goals.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Chad Luttrell
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
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
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase