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Certified Financial Advisor Jobs (NOW HIRING)

Financial Advisor

Wichita, KS · On-site

$137K - $250K/yr

Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • ...

Financial Advisor

Naperville, IL · On-site

$137K - $250K/yr

Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...

Financial Advisor

Jacksonville, FL · On-site

$137K - $250K/yr

Financial Advisor Description: Becoming a Financial Advisor Becoming a financial advisor at ... Certified Financial Planner ® licensing support * Fully company-funded retirement package and ...

This role is ideal for an experienced advisor who has successfully built a personal practice and is ... Certified Financial Planner preferred, but not required with relevant experience. Benefits * Top ...

Showing results 41-60

Certified Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do certified financial advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for certified financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Certified Financial Advisor?

A Certified Financial Advisor is a professional who provides guidance on managing finances, including investments, retirement planning, taxes, and estate planning. They hold recognized certifications such as the CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), which demonstrate their expertise and adherence to ethical standards. Certified Financial Advisors work with individuals or businesses to help them achieve their financial goals through personalized advice and strategies.

What are the key skills and qualifications needed to thrive as a Certified Financial Advisor?

To thrive as a Certified Financial Advisor, you need a deep understanding of financial planning, investment strategies, and regulatory compliance, typically backed by a bachelor's degree in finance or related field and certifications like CFP (Certified Financial Planner). Familiarity with financial analysis software, portfolio management systems, and CRM platforms is commonly expected. Exceptional interpersonal skills, active listening, and ethical judgment set top advisors apart in building trust and lasting client relationships. These competencies ensure accurate financial guidance, regulatory adherence, and client satisfaction in a competitive financial services landscape.

What are some typical challenges Certified Financial Advisors face when building and managing their client base?

Certified Financial Advisors often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining long-term client relationships. Building a client base requires proactive networking, consistent follow-up, and strong communication skills. Additionally, advisors must stay current with regulatory changes and market trends to provide accurate, up-to-date advice. Overcoming these challenges can lead to a rewarding career with opportunities for growth and increased responsibilities.

What is the difference between Certified Financial Advisor vs Financial Planner?

AspectCertified Financial AdvisorFinancial Planner
CredentialsOften holds certifications like CFP, CFA, or ChFCMay hold CFP certification but not always
Work EnvironmentWorks with clients on investment, retirement, and estate planningProvides comprehensive financial planning services
Employer & Industry UsageFinancial advisory firms, banks, independent advisorsFinancial planning firms, independent planners, banks

While both roles focus on helping clients manage finances, a Certified Financial Advisor typically emphasizes investment and wealth management, often holding specific certifications. A Financial Planner offers broader financial planning services, which may or may not include the same certifications. The roles often overlap, but certifications and specific services can differ.

What jobs can you get with a Certified Financial Advisor certification?

A Certified Financial Advisor certification qualifies individuals for roles such as financial planner, investment advisor, wealth manager, or financial analyst. These positions involve providing financial advice, managing client portfolios, and developing investment strategies, often requiring strong communication skills and knowledge of financial tools and regulations.

What cities are hiring for Certified Financial Advisor jobs?

Cities with the most Certified Financial Advisor job openings:

What states have the most Certified Financial Advisor jobs?

States with the most job openings for Certified Financial Advisor jobs include:

What are popular job titles related to Certified Financial Advisor jobs?

For Certified Financial Advisor jobs, the most frequently searched job titles are:

Financial Advisor

Wichita, KS • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees

$137K - $250K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance


Job description

Financial Advisor Opportunity

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis

Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Responsibilities

As a financial advisor, you will:

  • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client's unique needs
  • Manage your client's financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

  • Performance-based earnings and revenue:
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
  • Certified Financial Planner licensing support
  • Fully company-funded retirement package and pension plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Parental benefits at every stage of family planning
Qualifications

You could be right for this opportunity if you have:

  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Pay Range

USD $61,000.00 - USD $250,000.00 /Yr.

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What Northwestern Mutual employees say

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Benefits

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US