This is a full-time on-site Financial Advisor/Representative role located in Southwest Florida at Northwestern Mutual Bouchard Financial Group. Financial Representatives 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.

To apply:

• Submit using this link https://express-northwesternmutual.icims.com/jobs/3635/financial-advisor/job?mode=view&mobile=false&width=980&height=500&bga=true&needsRedirect=false&jan1offset=-300&jun1offset=-240
• OR send your resume to Kathleen.Casey@nm.com

Essential 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.

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. At our firm in SWFL, our financial professionals are making on average about $82,000 in their first year.

Qualifications

• 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

OUT OF ALL NORTHWESTERN MUTUAL BRANCHES WE ARE:

• #1 FOR COMPANY CULTURE
• #1 FOR WOMEN ADVISORS
• #1 FOR DIVERSITY
• #3 FOR RECRUITING
• #4 FOR NEW ADVISOR PRODUCTION

Beyond income, you'll also have access to a comprehensive benefits package:

• Support for licensing and designations: S215, IE, 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

For more information on Northwestern Mutual, our local firm, and our office culture, please see our company page, and our agency website. Prior to our meeting, check out some of these videos