Financial Advisor Healthcare Background

Position: Financial Advisor with Healthcare Background

Financial Advisor with Healthcare Background

1 day ago Be among the first 25 applicants

Benefits

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

Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual – Bouchard Financial Group! Leverage Your Healthcare Background for a Rewarding Career:

• Build Direct Client Relationships:
  Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact:
  Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential:
  As healthcare professionals understand the complexities of life’s important decision, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path:
  Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Our thriving offices are located at:

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

Meet Our Team

• 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.

About Us

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.

Position

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements

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

Our Unique Angle:
Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Position Perks

• 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.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Referrals increase your chances of interviewing at Northwestern Mutual Bouchard Financial Group by 2x.

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