What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual Bouchard Financial Group?
About the Company: 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.
About the Role: Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice. 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
.
Responsibilitie
- s:Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefit
- s.Obtain company-sponsored 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 bas
- e.Maintain compliance with all rules and regulations in the financial industr
- y.Participate in weekly coaching, training, and development meeting
s.
Preferred Skil
- ls:Financial management/servi
- cesInsura
- ncePrior sales, consulting and/or business development experie
- nceEntrepreneur
- ialHistory of success (in ANY field especially in client facing rol
- es)Strong interpersonal and networking ski
lls
Pay range and compensation package: This career is primarily performance and commission based allowing you to control what you would want to earn at any given time in your career. Your compensation package inclu
- des:Uncapped commis
- sionPaid training/sti
- pendBonuses/fees/benefits pac
- kageResidual and renewal recurring income based on a 97% client retention
rate
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.
Ben
- efits:Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, an
- d moreComprehensive medical/dental/vision ins
- uranceRetirement package and fully funded pensio
- n planLife and disability ins
- uranceHealth care and dependent care reimbursement ac
- countsFamily Planning / Adoption Assi
- stanceLeadership opportunities and career
growth
Qualific
- ations:Required: legally authorized to work in the United States (we don’t offer visa sponsorship at this time) and must live in SWFL (we don’t offer relocation pa
- ckage).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 th
e role.
Equal Opportunity Statement: “This information will not be used to automatically disqualify candidates but rather assessed in the context of the role and in accordance with applicabl
Salary : $82,000