Financial Representative/Advisor - Naples, FL

Full Job Description

Northwestern Mutual: Bouchard Financial is seeking 2-3 new Financial Representatives 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 entrepreneurism.

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 and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Financial Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.

Essential Responsibilities:

• Obtain state insurance licenses (215, SIE, Series 6 and Series 63)
• Identify and pursue potential clients to maintain a strong client base.
• 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 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 | $65,000 - $106,000 Year 3 | $103,000 - $125,000 Year 5 |$139,000 - $240,000 Year 10 | $250,000

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 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.

Job Types: Full-time, Internship

Pay: $72,000.00 - $225,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Application Question(s):

• Are you legally allowed to work in the US?

Work Location: In person

Job Type: Full-time

Pay: $82,000.00 - $225,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Ability to Commute:

• Naples, FL 34103 (Preferred)

Ability to Relocate:

• Naples, FL 34103: Relocate before starting work (Preferred)

Work Location: In person

Salary : $65,000 - $106,000