Financial Advisor

18 hours ago


Fort Myers, United States Northwestern Mutual Bouchard Financial Group Full time
Unlock Your Potential as a Financial Advisor with Northwestern Mutual Bouchard Financial Group

Are you a motivated and results-driven individual looking to build a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunity to become a Financial Advisor with Northwestern Mutual Bouchard Financial Group.

About the Role

As a Financial Advisor, you will play a critical role in helping individuals and families achieve financial security and success. You will work closely with clients to understand their unique financial needs and goals, and provide expert guidance and recommendations to help them achieve their objectives.

Key Responsibilities
  • Obtain state insurance and federal securities licenses to ensure compliance with industry regulations
  • Identify and pursue potential clients to educate them on financial services and the benefits of working with Northwestern Mutual Bouchard Financial Group
  • Develop and sustain long-term relationships with clients through exceptional customer service and tailored financial solutions
  • Meet with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
  • Offer strategic advice on products and services, such as investments, insurance coverage, and debt management tools
  • Develop in-depth knowledge of Northwestern Mutual Bouchard Financial Group's financial products to advise clients effectively
  • 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 to stay up-to-date on industry trends and best practices
What We Offer

As a Financial Advisor with Northwestern Mutual Bouchard Financial Group, you will enjoy a competitive compensation package, including a base salary, commissions, and bonuses. You will also have access to a comprehensive benefits package, including medical, dental, and vision insurance, as well as a retirement plan and paid time off.

Requirements
  • General knowledge of the SWFL community
  • Excellent interpersonal and communication skills
  • Ability to build trust and rapport with clients
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
Why Join Northwestern Mutual Bouchard Financial Group?

We are a dynamic and growing financial services organization with a strong reputation for excellence. Our team is dedicated to helping individuals and families achieve financial security and success, and we are committed to providing our advisors with the tools, training, and support they need to succeed.

Join us and discover a career that offers challenge, reward, and the opportunity to make a real difference in people's lives.


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