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Northwestern Mutual · 13 hours ago

Financial Advisors - Training & Mentorship Provided | Career Changers Welcome

Fort Myers, 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. The role involves providing expert guidance in financial planning areas such as retirement, insurance, and investment services while building a strong client base through networking and referrals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

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

Obtain state insurance licensesFinancial planningProspectingNetworkingSales experienceInterpersonal skills

Required

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

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