Financial Representative
$82kNorthwestern Mutual
About the Company 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. About the Role Northwestern Mutual: Bouchard Financial Group is seeking 3-4 new Financial Advisors to join our growing practice. Financial industry experience and financial degree are NOT required—our top advisors come from all backgrounds! Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism. Responsibilities Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Obtain company-sponsored state insurance licenses (215, SIE, Series 6 and Series 63). Prospecting, networking and finding referrals to identify and pursue potential clients while maintaining a strong client base. Maintain compliance with all rules and regulations in the financial industry. Participate in weekly coaching, training, and development meetings. Preferred Skills Prior sales, consulting and/or business development experience History of success (in ANY field especially in client facing roles) Strong interpersonal and networking skills Pay range and compensation package Paid training/stipend Bonuses/fees/benefits package Residual and renewal recurring income based on a 97% client retention rate Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, and more Retirement package and fully funded pension plan Life and disability insurance Health care and dependent care reimbursement accounts Family Planning / Adoption Assistance Leadership opportunities and career growth To give you an idea, our financial professionals are making on average about $82,000 in their first year, and there is potential for much more. Qualifications Required: legally authorized to work in the United States (we don’t offer visa sponsorship at this time) and must live in SWFL (we don’t offer relocation package). This role requires company sponsored licensing and contracting, which includes clearing a criminal and civil background check. This role involves handling client assets and sensitive financial information. Ideally no pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000, that can impact your ability to fulfill the responsibilities of the role. Equal Opportunity Statement This information will not be used to automatically disqualify candidates but rather assessed in the context of the role and in accordance with applicable laws. #J-18808-Ljbffr
- ...matching Dental insurance Health insurance Launch your financial services career with an organization that positively impacts... ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Representative Position 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...SuggestedWork from homeVisa sponsorshipFlexible hours
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- ## Financial ConsultantApplylocations: Naples/2315 Vanderbilt Beach Road/110631time type: Full timeposted on: Posted Yesterdayjob requisition id: 20283**Position Title**Financial Consultant**Location**Naples, FL 34109-2772**Job Summary**The Financial Consultant has the...Bank staffLocal areaNight shift
- ...HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide...Temporary workLocal areaFlexible hoursNight shift
- ...accommodation or an alternative application process. Full Time Professional Naples, FL, US Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Bank of America is searching for a Financial Advisor within the Merrill Advisor Development Program in Naples, Florida. This role involves working with high-net-worth individuals, identifying their needs, and developing tailored financial strategies. You will engage with...
$116.4k - $194k
...of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client’s current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...Temporary workWork experience placement- ...Bachelor’s Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high...Work at officeRemote workWork from homeFlexible hours
- ...conferences and prospective client meetings. Qualifications MBA required, CFA preferred Ideally five plus years of prior experience in Financial Services, with some exposure to Wealth Management, Investment Management, Investment Banking, or related fields. Willingness to...Temporary workWork at officeRemote work
$24.5 - $28 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America'... ...leadership roles. Summary The Senior Financial Services Representative role is focused on engaging members and expanding their membership...Full timePart timeWork experience placementLocal areaImmediate start- ...State Farm Agent in Naples, FL is seeking a dedicated Insurance and Financial Services Team Member. In this role, you will drive growth by identifying customer needs and delivering tailored insurance solutions. Your proactive sales approach and relationship-building skills...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officeShift work
- ...relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process....Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...1,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal areaImmediate startDay shift- ...Benjamin F. Edwards in Naples, Florida is seeking a Registered Financial Client Associate. This role involves providing administrative support to Financial Advisors, managing client accounts, and ensuring seamless client interaction. The ideal candidate has a Bachelor’...
- ...tuition reimbursement. The ideal candidate will have customer interaction experience and a strong commitment to customer service. Help build relationships by providing tailored financial solutions and support customers in utilizing digital banking tools. #J-18808-Ljbffr...
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
- ...Sentinel , is committed to developing the next generation of financial professionals who are driven by purpose and impact. Our... ...Follow this link to hear about a Day in the Life of a Financial Representative with the Lawhon Network: A Glance at Northwestern Mutual (...InternshipWork at officeWork from homeHome officeVisa sponsorshipFlexible hours
$1,000 per month
...a client’s home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower... ...borrowers, Real Estate Agents and Homebuilder sales representatives on the Company’s products and services; create and deliver presentations...Local area- ...per week, Monday - Friday 11 am - 3 pm. Position Summary The Teller serves as a frontline representative of the credit union, playing a vital role in delivering exceptional financial services and fostering strong member relationships. This position blends service...Part timeWork at officeMonday to Friday
- ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible... ...Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee...Full timeTraineeshipLocal areaMonday to Friday
$18 - $23.08 per hour
...educational experience (required) Tactical (Technical) Skills Strong knowledge of branch operations General knowledge of financial products and services, including banking, trust, and investments Demonstrated excellence in client service, communication (...Hourly payWork experience placementBank staffWork at office$35k - $55k
...Financial Services Representative Jada Ashbacher Agency Allstate | Naples, FL Full-Time | In-Office The Jada Ashbacher Agency Allstate is seeking an ambitious, professional, and career-driven Licensed Financial Services Representative to join our growing team...Full timeWork at office- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workShift workDay shift
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$69.4k - $121.4k
...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Corporate Financial Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Minimum wageLocal areaRemote workNight shift$85k - $90k
...Financial Analyst - Naples, FL Salary: $85,000 - $90,000 Other Compensation: Merit Increases Location: Hybrid work‑from‑home with regular onsite presence at Moorings Park in Naples, FL. Candidates must currently live within a reasonable drivable distance of Naples, FL....Work at officeLocal areaWork from homeFlexible hours
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