Financial Advisor
Denver, CO · On-site
Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique ... best-trained sales forces in the country. We are committed to your continued training and ...
Quick apply
Financial Advisor
Denver, CO · On-site
Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique ... best-trained sales forces in the country. We are committed to your continued training and ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Boulder, CO · 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 ...
Financial Advisor
Boulder, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Lakewood, CO · 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 ...
Financial Advisor
Lakewood, CO · 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 ...
Financial Advisor
Englewood, CO · 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 ...
Financial Advisor
Englewood, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
Denver, CO · 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor In Training information
See Wheat Ridge, CO salary details
$38.3K - $48.7K
3% of jobs
$48.7K - $59.1K
3% of jobs
$59.1K - $69.6K
10% of jobs
$69.6K - $80K
9% of jobs
$80.3K is the 25th percentile. Wages below this are outliers.
$80K - $90.4K
11% of jobs
$90.4K - $100.9K
8% of jobs
The median wage is $107.6K / yr.
$100.9K - $111.3K
11% of jobs
$111.3K - $121.7K
10% of jobs
$121.7K - $132.2K
10% of jobs
$134.8K is the 75th percentile. Wages above this are outliers.
$132.2K - $142.6K
8% of jobs
$142.6K - $153K
19% of jobs
$38.3K
$108.5K
$153K
How much do financial advisor in training jobs pay per year?
As of Aug 22, 2026, the average yearly pay for financial advisor in training in Wheat Ridge, CO is $108,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $139,200.00 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?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing 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 cities near Wheat Ridge, CO are hiring for Financial Advisor In Training jobs?
Cities near Wheat Ridge, CO with the most Financial Advisor In Training job openings:
Contractor
Medical, Dental, Vision, Life, Retirement
Re-posted 19 days ago
Job description
Becoming a Financial Advisor
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. As a financial advisor, you will:
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—that 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 & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
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
You could be right for this opportunity if you have:
About Northwestern Mutual
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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among 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: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
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. As a financial advisor, you will:
- Grow your client base by making new connections, maintaining a strong referral networks, 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
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—that 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 & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
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 revenue1:
- 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 support2
- 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
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
About Northwestern Mutual
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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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:
- Top 5 US Independent Broker-Dealers4
- Unsurpassed financial strength with total company assets of $366 billion5
- Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
- Fortune 500® company (June 2024)
- Forbes’ Best Employers for Diversity (2023)
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among 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: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
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