Northwestern Mutual Bouchard Financial Group
Financial Advisor
Northwestern Mutual Bouchard Financial Group, Naples, Florida, United States, 33939
Company Description
Bouchard Financial Group's Financial Advisors are dedicated to building long-lasting, genuine relationships within the community and ensuring financial security for their clients. Our mission is to partner with the community, creating peace of mind through education and exceptional financial guidance. We strive to be the most successful, innovative, and admired organization in the financial services industry. Our core values include integrity, grit, respect, and courage. Role Description
This is a full-time hybrid role for a Financial Advisor, located in Naples, FL, but with some work from home flexibility. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. On a daily basis, the Financial Advisor will develop and manage financial plans, analyze client financial information, recommend investment strategies, and provide ongoing financial advisory services to help clients achieve their financial goals. Qualifications
Financial Planning and Retirement Planning skills Strong Finance and Investments background Experience in Financial Advisory roles Excellent communication and interpersonal skills Ability to work independently and in a hybrid working environment Bachelor\'s degree in Finance, Business, Economics, or related field Relevant certifications such as CFP (Certified Financial Planner) are a plus Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
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Bouchard Financial Group's Financial Advisors are dedicated to building long-lasting, genuine relationships within the community and ensuring financial security for their clients. Our mission is to partner with the community, creating peace of mind through education and exceptional financial guidance. We strive to be the most successful, innovative, and admired organization in the financial services industry. Our core values include integrity, grit, respect, and courage. Role Description
This is a full-time hybrid role for a Financial Advisor, located in Naples, FL, but with some work from home flexibility. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. On a daily basis, the Financial Advisor will develop and manage financial plans, analyze client financial information, recommend investment strategies, and provide ongoing financial advisory services to help clients achieve their financial goals. Qualifications
Financial Planning and Retirement Planning skills Strong Finance and Investments background Experience in Financial Advisory roles Excellent communication and interpersonal skills Ability to work independently and in a hybrid working environment Bachelor\'s degree in Finance, Business, Economics, or related field Relevant certifications such as CFP (Certified Financial Planner) are a plus Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr