Northwestern Mutual
Financial Advisors - Training & Mentorship Provided | Career Changers Welcome
Northwestern Mutual, Naples, Florida, United States, 33939
Overview
Northwestern Mutual Bouchard Financial Group (BFG)
is growing fast and opening two new offices in Southwest Florida. We’re building a team of purpose-driven professionals ready to make an impact through financial education and planning. Hiring in SW Florida: Fort Myers, Cape Coral, Naples, Bonita Springs, Lehigh Acres, LaBelle, and surrounding Lee and Collier County areas. Join the Dream Team Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years. We’re in a people business—and in today’s world, people need financial planning more than ever. There’s an epidemic of financial ignorance, procrastination, and poor judgment in America, and we’re on a mission to change that—one client at a time. We’re looking for motivated individuals to help us carry on this tradition. No finance degree and no financial experience required. We’ll train, coach, and mentor you to succeed. You’ll gain access to award-winning training, supportive mentors, and the tools you need to deliver expert financial guidance. The most successful individuals on our team are purpose-driven, service-oriented, and looking to build something bigger than themselves. We welcome people with diverse backgrounds and work experience
including but not limited to: athletes, business owners, coaches and educators, executive leadership, community influencers, veterans, hospitality or customer service professionals, HR professionals, parents re-entering the workforce, and career changers seeking to make an impact. If you’ve ever been told you’re a “people person” or “someone others turn to for advice”—you just might thrive here. Responsibilities
Start a business with a unique opportunity to help clients achieve their goals through financial analysis and planning Grow your client base by prospecting, networking, and maintaining a strong referral network Build personalized, holistic financial plans tailored to each client’s needs Manage clients’ financial plans to help them achieve goals through selling insurance, retirement, estate, business financial planning, and wealth management Develop a practice focused on Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, and Business Needs Analysis Qualifications
Preferred qualifications: Insurance Prior sales, consulting and/or business development experience History of success in any field, especially in client-facing roles Strong interpersonal and networking skills Licenses and Certifications
All licensing requirements are sponsored and paid for by the firm through reimbursement. 215 (FL state life, health and annuities license) Securities Industry Essentials (SIE) Series 6 Series 63 Compensation and Benefits
Performance-based earnings with uncapped commission and unlimited earning potential. Average year 1 income is $82,000; average income in the first 4 years is approximately $100,351, with top 10% performers around $361,953 Paid training Renewal and residual income based on a 97% client retention rate Leadership opportunities and career growth Competitive and comprehensive medical coverage Fully company-funded retirement package and pension plan Group Life and Disability Income Insurance Multiple bonus compensation programs Sponsorship of Licensing Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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Northwestern Mutual Bouchard Financial Group (BFG)
is growing fast and opening two new offices in Southwest Florida. We’re building a team of purpose-driven professionals ready to make an impact through financial education and planning. Hiring in SW Florida: Fort Myers, Cape Coral, Naples, Bonita Springs, Lehigh Acres, LaBelle, and surrounding Lee and Collier County areas. Join the Dream Team Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years. We’re in a people business—and in today’s world, people need financial planning more than ever. There’s an epidemic of financial ignorance, procrastination, and poor judgment in America, and we’re on a mission to change that—one client at a time. We’re looking for motivated individuals to help us carry on this tradition. No finance degree and no financial experience required. We’ll train, coach, and mentor you to succeed. You’ll gain access to award-winning training, supportive mentors, and the tools you need to deliver expert financial guidance. The most successful individuals on our team are purpose-driven, service-oriented, and looking to build something bigger than themselves. We welcome people with diverse backgrounds and work experience
including but not limited to: athletes, business owners, coaches and educators, executive leadership, community influencers, veterans, hospitality or customer service professionals, HR professionals, parents re-entering the workforce, and career changers seeking to make an impact. If you’ve ever been told you’re a “people person” or “someone others turn to for advice”—you just might thrive here. Responsibilities
Start a business with a unique opportunity to help clients achieve their goals through financial analysis and planning Grow your client base by prospecting, networking, and maintaining a strong referral network Build personalized, holistic financial plans tailored to each client’s needs Manage clients’ financial plans to help them achieve goals through selling insurance, retirement, estate, business financial planning, and wealth management Develop a practice focused on Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, and Business Needs Analysis Qualifications
Preferred qualifications: Insurance Prior sales, consulting and/or business development experience History of success in any field, especially in client-facing roles Strong interpersonal and networking skills Licenses and Certifications
All licensing requirements are sponsored and paid for by the firm through reimbursement. 215 (FL state life, health and annuities license) Securities Industry Essentials (SIE) Series 6 Series 63 Compensation and Benefits
Performance-based earnings with uncapped commission and unlimited earning potential. Average year 1 income is $82,000; average income in the first 4 years is approximately $100,351, with top 10% performers around $361,953 Paid training Renewal and residual income based on a 97% client retention rate Leadership opportunities and career growth Competitive and comprehensive medical coverage Fully company-funded retirement package and pension plan Group Life and Disability Income Insurance Multiple bonus compensation programs Sponsorship of Licensing Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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