Full Job Description

Northwestern Mutual: Bouchard Financial Group is seeking Financial Advisors to join our growing practice. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurship.

Northwestern Mutual specializes in comprehensive financial portfolios by providing risk management, investment services, and retirement/legacy planning.

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. They strive to understand their clients' goals in order to develop comprehensive financial solutions that will help their clients reach financial success.

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.

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: SIE, 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

This position is a great fit for professionals with the following characteristics:

• 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

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.

Work Remotely

• Yes

Job Type: Full-time

Pay: $65,000.00 - $150,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person