Financial Advisor (Entrepreneurial Career, Paid Training & Licensing Provided, N
Northwestern Mutual, Jacksonville, FL, United States
Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice.
MUST live in Florida Lee County, Collier County and some portions of Charlotte County.
Financial industry experience and financial degree are NOT required—our top advisors come from all backgrounds! Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.
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. Desired Characteristics
Many people find their calling in financial services after working in other industries. This position is a great fit for professionals with the following characteristics: 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. Compensation & Growth
This career is primarily commission based but also includes stipends and bonuses. To give you an idea, our financial professionals are making on average about $82,000 in their first year, and there is potential for much more. INCOME GROWTH OPPORTUNITY: Year 1 | $82,000 - $100,000 Year 3 | $125,000 - $200,000 Year 5 |$230,000 - $340,000 Year 10 | $350,000+ Benefits
Beyond income, you’ll also have access to a comprehensive benefits package: Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Comprehensive medical insurance. Retirement package and fully funded pension plan. Life and disability insurance. Health care and dependent care reimbursement accounts. Additional Requirements
• 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 there are 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.
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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. Desired Characteristics
Many people find their calling in financial services after working in other industries. This position is a great fit for professionals with the following characteristics: 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. Compensation & Growth
This career is primarily commission based but also includes stipends and bonuses. To give you an idea, our financial professionals are making on average about $82,000 in their first year, and there is potential for much more. INCOME GROWTH OPPORTUNITY: Year 1 | $82,000 - $100,000 Year 3 | $125,000 - $200,000 Year 5 |$230,000 - $340,000 Year 10 | $350,000+ Benefits
Beyond income, you’ll also have access to a comprehensive benefits package: Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Comprehensive medical insurance. Retirement package and fully funded pension plan. Life and disability insurance. Health care and dependent care reimbursement accounts. Additional Requirements
• 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 there are 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.
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