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Financial Advisors - Training & Mentorship | Career Changers

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: Northwestern Mutual Bouchard Financial Group
Apprenticeship/Internship position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 100351 - 361953 USD Yearly USD 100351.00 361953.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisors - Training & Mentorship Provided | Career Changers Welcome

Now Hiring:
Financial Advisors - Training & Mentorship Provided | Career Changers Welcome

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 now. 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 want people with different backgrounds and work experience, including but not limited to:
  • Athletes (former or current)
  • Business owners or entrepreneurs
  • Coaches and educators
  • Executive leadership
  • Community influencers - nonprofit leaders, social workers, faith-based leaders or those in ministry
  • Veterans and military service members
  • Hospitality or customer service professionals
  • HR professionals, consultants, or independent contractors
  • Parents re-entering the workforce
  • Career changers ready 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.

Preferred qualifications:
  • Prior sales, consulting and/or business development experience
  • History of success (in ANY field especially in client facing roles)
  • Strong interpersonal and networking skills
  • Required:

    legally authorized to work in the United States (we don’t offer visa sponsorship at this time)
Compensation and Benefits:
  • Performance based earnings with uncapped commission / unlimited earning potential. Average year 1 income is $82,000. Average income in the first 4 years in the role is approximately $100,351 and $361,953 for top 10% performers
  • 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
  • Parental benefits at every stage of family planning
  • Expense allowance programs
  • Sponsorship of Licensing
Role responsibilities:
  • Start a business with a unique opportunity to help your 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 every client’s unique needs
  • Manage your client’s financial plans to help them achieve their goals through selling insurance, retirement/ estate / business financial planning and wealth and investment management
  • Build a financial planning practice that focuses on:
    Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis
Licenses you need to obtain:

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
  • Diversity and Inclusion Champion award (2025)
  • Unsurpassed financial strength with total company assets of $366 billion5
  • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
  • Forbes’ Best Employers for Diversity (2023)
  • Best Place to Work for LGBTQ+ Equality
    - Human Rights Campaign Corporate Equality Index (2023)
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