Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice.
Hiring in SW Florida: Fort Myers, Cape Coral, Naples, Bonita Springs, Lehigh Acres, LaBelle, and surrounding Lee, Collier and Charlotte County areas
Company Overview:
Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years now. We’re in a people business—and in today’s world, people need financial planning more than ever.
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.
Essential 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.
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CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
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
This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. 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+
Additional Benefits package:
- Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, and more
- Renewal and residual income based on a 97% client retention rate
- Comprehensive medical/dental/vision insurance
- Retirement package and fully funded pension plan
- Life and disability insurance
- Health care and dependent care reimbursement accounts
- Family Planning / Adoption Assistance
- Leadership opportunities and career growth
Finance degree/experience is NOT required. We want people with different backgrounds and work experience, including but not limited to:
· Athletes (former or current)
· Business owners or entrepreneurs
· Coaches and educators
· Executive leadership
· Community influencers - nonprofit leaders, social workers, faith-based leaders or those in ministry
· Veterans and military service members
· First responders (firefighters, law enforcement, nurses, EMT)
· Hospitality or customer service professionals
· HR professionals, consultants, or independent contractors
· Parents re-entering the workforce
· Career changers ready to make an impact
If you’ve ever been told you’re a “people person” or “someone others turn to for advice”—you just might thrive here.
Preferred qualifications:
· Financial management/services
· Insurance
· Prior sales, consulting and/or business development experience
· Entrepreneurial
· History of success (in ANY field especially in client facing roles)
· Strong interpersonal and networking skills
· Required: legally authorized to work in the United States (we don’t offer visa sponsorship at this time)
Why join Northwestern Mutual:
- -FORTUNE® 90 (FORTUNE® 100, 2021) -One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2021) -Best Places to Work #82 (Glassdoor, 2021) -Highest Rated CEO's (Glassdoor, 2021) -50 Best Companies for Diversity (Black Enterprise Magazine, 2016) -50 Best Companies to Sell For (Selling Power Magazine, 2017)
- With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
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.”
- 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.
Job Type: Full-time
Pay: $82,000.00 - $225,000.00 per year
Benefits:
- Dental insurance
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid training
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Application Question(s):
- This role requires company sponsored licensing and contracting, which includes clearing a criminal and civil background check. Are you able to meet this requirement?
IF you’ve been convicted of a felony or misdemeanor that is relevant to the duties of this job, please provide a brief explanation.
“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.”
- This role involves handling client assets and sensitive financial information. Do you have any pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000—that may impact your ability to fulfill the responsibilities of the role?
“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.”
Ability to Commute:
- Fort Myers, FL 33913 (Required)
Ability to Relocate:
- Fort Myers, FL 33913: Relocate before starting work (Required)
Work Location: Hybrid remote in Fort Myers, FL 33913
