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Financial Advisor Development Program Jobs in Charleston, SC

Serves as the primary wealth advisor for assigned members, providing holistic financial planning ... Assumes responsibility for business development and growth: * Develops new advisory relationships ...

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Financial Advisor Development Program information

See Charleston, SC salary details

$33.7K

$95.6K

$134.8K

How much do financial advisor development program jobs pay per year?

As of Jul 20, 2026, the average yearly pay for financial advisor development program in Charleston, SC is $95,579.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $122,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a Financial Advisor Development Program, and why are they important?

To thrive in a Financial Advisor Development Program, you generally need a bachelor's degree in finance, economics, or a related field, strong analytical abilities, and foundational knowledge of investment principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and obtaining licenses such as the Series 7 and 66 are typically required. Exceptional interpersonal skills, active listening, and resilience make candidates stand out when building client relationships and navigating challenges. These skills and qualifications are crucial for effectively guiding clients, complying with industry regulations, and achieving long-term success in financial advisory roles.

What Is a Financial Advisor Development Program?

A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

What is a Financial Advisor Development Program?

A Financial Advisor Development Program is a structured training initiative offered by financial institutions to prepare individuals for careers as financial advisors. Participants typically receive a combination of classroom instruction, mentorship, and hands-on experience in areas such as investment strategies, financial planning, and client relationship management. These programs are designed to help aspiring advisors develop the knowledge, skills, and certifications required to succeed in the financial services industry. Completion of the program often leads to placement as a full-time financial advisor within the organization.

What is the difference between Financial Advisor Development Program vs Financial Planner?

AspectFinancial Advisor Development ProgramFinancial Planner
CredentialsEntry-level certifications, such as Series 7, Series 66, or CFP prepTypically holds CFP certification or similar credentials
Work EnvironmentTraining programs within financial firms, focusing on client acquisition and salesIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageUsed by financial firms to train new advisorsUsed by financial planning firms and independent practitioners
Search & Comparison IntentUnderstanding entry pathways into financial advisingSeeking detailed financial planning services or career info

The Financial Advisor Development Program is a training pathway for aspiring financial advisors, focusing on skill development and firm-specific training. In contrast, a Financial Planner is a professional who provides comprehensive financial planning services, often with advanced certifications. The program prepares individuals for a career in financial advising, while Financial Planners typically serve clients directly with tailored financial strategies.

What can I expect from the mentorship and training structure in a Financial Advisor Development Program?

Most Financial Advisor Development Programs offer a blend of classroom learning, online modules, and hands-on experience under the guidance of seasoned advisors. You’ll typically be paired with a mentor who provides ongoing feedback, helps you build client relationships, and supports you through licensing exams. This collaborative environment not only accelerates your learning curve but also helps you develop essential skills in client communication, portfolio management, and compliance. Regular check-ins and performance reviews are common, ensuring you stay on track to achieve both short-term milestones and long-term career goals.
What are popular job titles related to Financial Advisor Development Program jobs in Charleston, SC? For Financial Advisor Development Program jobs in Charleston, SC, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Development Program jobs in Charleston, SC look for? The top searched job categories for Financial Advisor Development Program jobs in Charleston, SC are:
College Financial Representative, Internship Program

College Financial Representative, Internship Program

Northwestern Mutual

Charleston, SC

Other

Medical, Life

Re-posted 10 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

146th of 281 rated insurance


Job description

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 varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!

Responsibilities

Our internship program mimics our full-time Financial Representative career, allowing you to:

  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

#LI-Onsite

Qualifications

Are you a fit for this internship?

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits

  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual

  • Fortune 500 company (2023)
  • Top 100 Internship Programs, Yello x WayUp (2022)
  • 5.0+ million clients and growing2
  • $257 billion retail investment client assets held or managed by Northwestern Mutual3
  • Forbes' Best Employers for Diversity (2018-2021)
  • Unsurpassed financial strength4
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.

2 As of June 30, 2023

3 Combined client assets of NMIS and NMWMC as of June 30, 2023

4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Pay RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

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Northwestern Mutual logo

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