Financial Representative Entry Level

Join to apply for the Financial Representative Entry Level role at Northwestern Mutual Bouchard Financial Group

5 days ago Be among the first 25 applicants

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Northwestern Mutual – Bouchard Financial Group! At Northwestern Mutual – Bouchard Financial Group we are dedicated to building long‑lasting, genuine relationships within the community while helping clients create lasting financial security. Our mission is to partner with the community and provide peace of mind through education and exceptional financial guidance, supported by a vision to be the most successful, innovative, and admired organization in the financial services industry.

Guided by our core values of integrity, grit, respect, and courage, Bouchard Financial Group is actively involved in supporting local charities and organizations such as Alex’s Lemonade Stand Foundation for Childhood Cancer, Golisano Children’s Hospital of Southwest Florida, multiple local Chambers of Commerce, SWFL Business Network, SWFL Inc., Young Professionals of Naples, and Florida Gulf Coast University, as well as the SANCAP Chamber.

• 10070 Daniels Interstate Court #230, Fort Myers, FL 33913
• 4851 Tamiami Trail North Suite 302, Naples, FL 34103

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policy owners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies—recognised by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2024—with a unique culture deeply dedicated to helping people achieve financial security.

• Jesse Bouchard, Managing Director Time with NM: 20 years Prior to NM:
  Customer service and hospitality/restaurant industry Passionate About:
  Traveling, spending time with family, enjoying the beach, and dining out.
• Garrett Groshek, Financial Advisor Time with NM: 5 years Prior to NM:
  Professional football player Passionate About:
  Sports and spending time with his wife and their son.
• Jesi Jarosz, Financial Advisor Time with NM: 4 years Prior to NM:
  Flight attendant and health insurance Passionate About:
  Food, time with friends and family, faith, and travel.
• Gardel Espinal, Financial Advisor Time with NM: 3 years Prior to NM:
  Model and auto show product specialist Passionate About:
  Working out, reading, spending time with family, basketball, and traveling.

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

• Client Consultation:
  Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning:
  Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions:
  Recommend and implement insurance strategies to protect clients’ assets and income.
• Ongoing Support:
  Monitor clients’ financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking:
  Build and maintain a network of clients through referrals, community involvement, and professional associations.

• Strong communication and interpersonal skills.
• Goal‑oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

• Entry level

• Full‑time

• Sales and Business Development

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