Financial Advisors - Training and Mentorship Provided - Career Changers Welcome
Northwestern Mutual Bouchard Financial Group, Fort Myers, FL, United States
Position Overview
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 or some portions of Charlotte County.
Key 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).
Prospect, network and find referrals; 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.
Qualifications & Characteristics
Strong interpersonal skills, personal success history, and demonstrated interest in business, finance, and entrepreneurship.
A background in sales, athletics, military, client services, or client-facing roles.
Motivation to learn and continue education in financial planning.
Ready to earn more for hard work.
Compensation & Growth
This career is primarily commission based but also includes stipends and bonuses. Average first‑year earnings are around $82,000, with 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
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
Other requirements: this information will not be used to automatically disqualify candidates but rather assessed in the context of the role and in accordance with applicable laws. The role requires company-sponsored licensing and contracting, which includes clearing a criminal and civil background check. The 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.
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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 or some portions of Charlotte County.
Key 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).
Prospect, network and find referrals; 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.
Qualifications & Characteristics
Strong interpersonal skills, personal success history, and demonstrated interest in business, finance, and entrepreneurship.
A background in sales, athletics, military, client services, or client-facing roles.
Motivation to learn and continue education in financial planning.
Ready to earn more for hard work.
Compensation & Growth
This career is primarily commission based but also includes stipends and bonuses. Average first‑year earnings are around $82,000, with 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
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
Other requirements: this information will not be used to automatically disqualify candidates but rather assessed in the context of the role and in accordance with applicable laws. The role requires company-sponsored licensing and contracting, which includes clearing a criminal and civil background check. The 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.
#J-18808-Ljbffr