Northwestern Mutual Bouchard Financial Group ยท 2 days ago
Financial Advisors - Training & Mentorship Provided | Career Changers Welcome
Fort Myers, FL
Full-time
Hybrid
Senior Level
5+ years expNorthwestern Mutual Bouchard Financial Group is seeking Financial Advisors who will deliver personalized investment solutions to clients. The role involves providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans.
Financial Services
Hiring Manager
Gardel Espinal
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
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