Financial Advisor: Training & Mentorship for Career Changers

Northwestern Mutual Bouchard Financial Group; Fort Myers (FL); Sur place; USD 82 000 - 362 000; Plein temps

Avantages offerts par ce poste

Paid training

Company retirement plan

Group Life Insurance

Disability Insurance

Parental benefits

Licensing sponsorship

Résumé du poste

Northwestern Mutual Bouchard Financial Group is expanding in Southwest Florida and seeking motivated individuals to join as Financial Advisors. No finance degree or prior financial experience is required; we provide training, coaching, and mentorship to help you succeed, with access to award-winning programs and tools.

Role focuses on building a client base, delivering personalized financial plans, and guiding clients through insurance, retirement, and wealth management planning.

Qualifications

• Prior sales, consulting and/or business development experience.
• History of success in any field, especially client-facing roles.
• Strong interpersonal and networking skills.
• Legally authorized to work in the United States (visa sponsorship not offered).

Responsabilités

• Start a business with a unique opportunity to help clients achieve goals through financial analysis and planning.
• Grow client base by prospecting, networking, and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client plans by selling insurance, retirement, estate, and wealth management services.

Connaissances

Sales experience

Client facing

Networking

Work authorization

Description du poste

Northwestern Mutual Bouchard Financial Group is expanding in Southwest Florida and seeking motivated individuals to join as Financial Advisors. No finance degree or prior financial experience is required; we provide training, coaching, and mentorship to help you succeed, with access to award-winning programs and tools.

Role focuses on building a client base, delivering personalized financial plans, and guiding clients through insurance, retirement, and wealth management planning.