What are the responsibilities and job description for the Financial Advisor (Entrepreneurial Career, Paid Training & Licensing Provided, No Prior Finance Experience Required) position at Northwestern Mutual?
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 and some portions of Charlotte County.
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
Beyond income, you'll also have access to a comprehensive benefits package:
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Residual income
• Comprehensive medical insurance
• Retirement package and full funded pension plan
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Family Planning / Adoption Assistance
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Northwestern Mutual Recent Awards and Accolades:
• -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.
Salary : $82,000 - $100,000