Financial Advisors - Training & Mentorship | Career Changers
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-02-20
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Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance, Financial Analyst
Bouchard Financial Group (BFG) is dedicated to building genuine, long‑lasting relationships within the community and providing clients with exceptional financial security. Guided by its mission to promote peace of mind through education and financial guidance, BFG strives to be the most successful and innovative organization in the financial services industry. The group's core values—integrity, grit, respect, and courage—serve as a foundation for all its endeavors.
BFG is committed to empowering individuals and supporting financial well‑being for its clients and community.
Bouchard Financial Group (BFG) is dedicated to building genuine, long‑lasting relationships within the community and providing clients with exceptional financial security. Guided by its mission to promote peace of mind through education and financial guidance, BFG strives to be the most successful and innovative organization in the financial services industry. The group's core values—integrity, grit, respect, and courage—serve as a foundation for all its endeavors.
BFG is committed to empowering individuals and supporting financial well‑being for its clients and community.
This is a full‑time hybrid role for a Financial Advisor based out of Fort Myers, FL, with opportunities for remote work. As a Financial Advisor, you will provide personalized financial planning, investments, and retirement guidance. Responsibilities include analyzing clients' financial situations, developing tailored financial strategies, offering investment advice, and establishing long‑term relationships. Additionally, you will have access to training, mentorship, and support to grow and excel in this role with an emphasis on career changers.
Qualifications- Proficiency in Financial Planning, Retirement Planning, and Financial Advisory to address clients' unique goals and needs
- Basic knowledge of Investments and Finance to recommend suitable options and strategies
- Strong interpersonal and communication skills to build and maintain meaningful client relationships
- Self‑motivated and disciplined with a genuine desire to assist clients in achieving their financial objectives
- Ability to operate effectively in a hybrid work environment with access to the Fort Myers, FL office
- Experience in financial services, sales, or a related field is beneficial but not mandatory
- Bachelor's degree in finance, business, economics, or a related discipline is preferred
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