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Financial Advisor/Representative
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-02-18
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
This position is for the Ft Myers or Naples office of Bouchard Financial Group. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Bachelor's degree in a related field
- Must be local to Southwest Florida (Lee or Collier County)
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