Financial Advisor at Northwestern Mutual in Fort Myers, FL

Summary: Northwestern Mutual: Bouchard Financial Group is seeking new Financial Advisors to join their growing practice. The role involves providing expert guidance in financial planning, obtaining necessary licenses, and building a client base while maintaining compliance with industry regulations. 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 Required Qualifications: - MUST live in Florida Lee County, Collier County and some portions of Charlotte County - Strong applicants will have exceptional interpersonal skills - A history of personal success - A demonstrated interest in business, finance, and entrepreneurism - 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 - 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 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 Required Skills: Insurance licenses, Financial planning Important Skills: Sales experience Nice-to-Have Skills: Networking, Client services, Entrepreneurial mindset Benefits: 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