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Northwestern Mutual · 6 hours ago

Financial Advisor / Representative

Naples, FL

Full-time

Onsite

New Grad, Entry Level

$82K/yr - $82K/yr

Northwestern Mutual: Bouchard Financial Group is seeking Financial Advisors to join our growing practice. This role involves providing expert guidance and innovative solutions for the planning needs of individuals and businesses in various financial areas.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Obtain state insurance and federal securities licenses (215, Series 6 and Series 63)

Identify and pursue potential clients to educate on financial services and the long term benefit for their future and families

Develop and sustain trustworthy long-term relationships with your clients

Meet individually with your clients to determine their financial objectives, risk tolerance, income, expenses and assets

Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

Develop in-depth knowledge of our financial products to advise clients accordingly

Prepare financial documents, such as income projections and investment reports

Maintain compliance with all rules and regulations in the financial industry

Participate in coaching, training, and development meetings

Networking

Qualification

Insurance licensesFinancial planningSales experienceNetworkingInterpersonal skills

Required

Local to Southwest Florida

General knowledge of the SWFL community

You know how to connect with people & build personal, trusted relationships

Financial planning is interesting to you and you have the motivation to learn and continue your education

You want to help people and their families

You have had past success in sales, athletics, military, client services, or client facing roles

Benefits

Support for licensing and designations: 215, SIE, Series 6, Series 63, CFP®, and more

Residual income

Comprehensive medical insurance

Retirement package and fully funded pension plan

Life and disability insurance

Health care and dependent care reimbursement accounts

Family Planning / Adoption Assistance

Professional development assistance

Intensive training and education

Incentives, bonuses, paid vacations

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)