ZipRecruiter

Log In

1

Financial Advisor Trainee Jobs in Riverside, CA (NOW HIRING)

Northwestern Mutual

Be Seen First

Business Development Representative - Financial Services

Irvine, CA · On-site

$100K - $300K/yr

Must be located in Orange County, CA Financial Advisor Trainee | Sales Experience Required | $50K Stipend + Uncapped Commission Build a Six-Figure Career--No Financial Industry Experience Required.

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Ontario, CA

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Corona, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$61K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Irvine, CA

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Corona, CA · On-site

$61K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Corona, CA

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Corona, CA

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Corona, CA · On-site

$61K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Anaheim, CA · On-site

$137K - $250K/yr

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 ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

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 ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Riverside, CA

Financial Advisor Trainee information

See Riverside, CA salary details

$32.9K

$50.5K

$72.5K

How much do financial advisor trainee jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial advisor trainee in Riverside, CA is $50,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $54,200.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

What are the most commonly searched types of Financial Advisor jobs in Riverside, CA?

The most popular types of Financial Advisor jobs in Riverside, CA are:

What are popular job titles related to Financial Advisor Trainee jobs in Riverside, CA?

For Financial Advisor Trainee jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Trainee jobs in Riverside, CA look for?

The top searched job categories for Financial Advisor Trainee jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Financial Advisor Trainee jobs?

Cities near Riverside, CA with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $50,528 per year, or $24.3 per hour.

Business Development Representative - Financial Services

Northwestern Mutual

Irvine, CA • On-site

$100K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

166th of 311 rated insurance

Job description

Must be located in Orange County, CA


Financial Advisor Trainee | Sales Experience Required | $50K Stipend + Uncapped Commission

Build a Six-Figure Career—No Financial Industry Experience Required.

Are you successful in sales but looking for a career instead of just another sales job?

We're looking for motivated sales professionals who enjoy building relationships, helping people, and controlling their own income. If you're coachable, competitive, and driven, we'll provide the training, licensing, mentorship, and support to help you become a successful Financial Advisor.

No previous financial services experience is required. We invest heavily in your success through one of the industry's top training programs.


What You'll Do

You'll work directly with individuals, families, and business owners to help them make informed financial decisions while building your own book of business.

You'll help clients with:

  • Retirement planning
  • Investment strategies
  • Wealth accumulation
  • Life insurance planning
  • College funding
  • Business succession planning
  • Employee benefits
  • Estate planning strategies
  • Long-term financial goals

You'll spend your time:

  • Building relationships and networking
  • Meeting with prospective and existing clients
  • Learning financial planning strategies
  • Creating customized financial plans
  • Growing your own client base
  • Receiving ongoing coaching and mentorship


What We're Looking For

We're interested in people with proven sales success—not necessarily financial experience.

Ideal backgrounds include:

  • Outside Sales
  • Inside Sales
  • B2B Sales
  • Account Executive
  • Business Development
  • Retail Sales
  • Automotive Sales
  • Medical Sales
  • Real Estate
  • Hospitality Sales
  • Recruiting
  • Customer Success
  • Territory Sales
  • Sales Management

You should have:

  • Previous sales experience
  • Strong communication skills
  • Competitive mindset
  • Entrepreneurial attitude
  • Ability to build relationships
  • Self-motivation
  • Desire to earn based on performance

Financial experience is NOT required.


What We Provide

Unlike many sales organizations, we don't expect you to figure it out on your own.

You'll receive:

  • Industry-leading paid training
  • Professional licensing
  • One-on-one coaching
  • Ongoing mentorship
  • Marketing and business development support
  • Access to experienced advisors
  • Award-winning sales training
  • Career development opportunities


Compensation

This is an opportunity for people who want unlimited earning potential.

  • $50,000 training stipend
  • 80% uncapped commissions
  • Residual recurring income
  • Build an income-producing client portfolio
  • No territory restrictions
  • Unlimited growth potential

Successful advisors commonly build six-figure incomes while creating a recurring revenue stream that grows over time.


Benefits

  • Health insurance
  • Multiple retirement plans
  • Two fully funded pensions
  • Ownership of your client relationships
  • Flexible schedule
  • Ongoing professional development
  • Career advancement opportunities


Why Join Us?

For more than 165 years, we've helped individuals, families, and businesses build financial security through comprehensive planning and personalized guidance.

Our advisors benefit from:

  • Award-winning training
  • Industry-leading financial strength
  • 97% client retention
  • Established and trusted brand
  • Collaborative culture
  • Long-term career growth
  • Opportunity to build your own practice with the support of a nationally recognized organization

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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

View All Northwestern Mutual Jobs