Northwestern Mutual - Bouchard Financial Group

Financial Advisor with Management Experience

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 11-50

Location

United States

Posted

1 day ago

Salary

$63K - $84K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Benefits:

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

Transition Your Management Experience into a Career in Financial Services with Northwestern Mutual – Bouchard Financial Group!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
Build Meaningful Relationships: Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
See the Impact of Your Work: In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

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.

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.