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Financial Advisor In Training Jobs in Chicago, IL

UNAVAILABLE

Financial Advisor

Barrington, IL · On-site

$78.94 - $168.31/hr

... in the country. We are committed to your continued training and development throughout your career ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

New

Northwestern Mutual

Financial Advisor

Chicago, IL · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...

Northwestern Mutual

Financial Advisor

Naperville, IL · On-site

$61K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Naperville, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Schaumburg, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

UNAVAILABLE

Financial Advisor

Chicago, IL · On-site

$61 - $250/hr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

New

Northwestern Mutual

Financial Advisor

Chicago, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Deerfield, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Naperville, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Lombard, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Downers Grove, IL · On-site

$61K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Downers Grove, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Downers Grove, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Rosemont, IL

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Barrington, IL · On-site

$137K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Chicago, IL

Financial Advisor In Training information

See Chicago, IL salary details

$37.1K

$105.3K

$148.5K

How much do financial advisor in training jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor in training in Chicago, IL is $105,296.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $135,100.00 per year, depending on experience, location, and employer.

What is a financial advisor in training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a financial advisor in training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.

What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are popular job titles related to Financial Advisor In Training jobs in Chicago, IL?

For Financial Advisor In Training jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Financial Advisor In Training jobs in Chicago, IL look for?

The top searched job categories for Financial Advisor In Training jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Financial Advisor In Training jobs?

Cities near Chicago, IL with the most Financial Advisor In Training job openings:

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $105,293 per year, or $50.6 per hour.

Financial Advisor

UNAVAILABLE

Barrington, IL • On-site

$78.94 - $168.31/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

New

Key responsibilities

  • 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.

Job description

Overview

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.

  • 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 plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—which 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:
    • 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
  • 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 $78,939.00 - USD $168,306.00 /Yr.

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