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Financial Advisor Training Program Jobs (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

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Financial Advisor Training Program information

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$36K

$102.1K

$144K

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

As of Jul 27, 2026, the average yearly pay for financial advisor training program 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 Financial Advisor Training Program?

A Financial Advisor Training Program is a structured initiative offered by financial institutions to prepare individuals for a career as a financial advisor. These programs typically combine classroom instruction, mentorship, and hands-on experience to teach participants about financial products, client relationship management, and regulatory requirements. Trainees often receive guidance for passing licensing exams and developing essential sales and advisory skills. Successful completion of the program equips individuals to help clients make informed financial decisions and build long-term financial plans.

What are some common challenges participants face in a Financial Advisor Training Program, and how can they overcome them?

Participants in a Financial Advisor Training Program often encounter challenges such as building a client base from scratch, mastering complex financial products, and balancing ongoing learning with performance targets. Overcoming these obstacles typically involves proactive networking, seeking mentorship from experienced advisors, and utilizing training resources provided by the firm. Embracing continuous education and being open to feedback also helps new advisors build confidence and develop the skills needed for long-term success.

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

To thrive in a Financial Advisor Training Program, you need a solid understanding of finance, strong analytical skills, and at minimum a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications like Series 7 or CFP are commonly required. Excellent interpersonal skills, integrity, and the ability to build trust are crucial for developing lasting client relationships. These competencies ensure that advisors can provide sound financial guidance, comply with regulations, and effectively grow their client base.

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

AspectFinancial Advisor Training ProgramFinancial Planner
CredentialsOften includes licensing prep (e.g., Series 7, 66), certifications like CFPTypically requires CFP certification, licensing, and ongoing education
Work EnvironmentTraining programs in firms, financial institutions, or online platformsAdvisory firms, banks, or independent practices
Industry UsagePrepares individuals for a career as a financial advisor or plannerProvides comprehensive financial planning services to clients

The Financial Advisor Training Program is designed to prepare individuals for a career as a financial advisor, focusing on licensing and foundational skills. A Financial Planner, on the other hand, is a certified professional who offers detailed financial planning services. The training program is often a stepping stone toward becoming a certified Financial Planner, who provides holistic financial advice to clients.

What cities are hiring for Financial Advisor Training Program jobs? Cities with the most Financial Advisor Training Program job openings:
What states have the most Financial Advisor Training Program jobs? States with the most job openings for Financial Advisor Training Program jobs include:
Financial Advisor Training Program jobs near you
Infographic showing various Financial Advisor Training Program job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor Training Program

Financial Advisor Training Program

Northwestern Mutual

Dayton, OH

$234K - $490K/yr

Full-time

Medical, Life, Retirement

Posted 21 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

161st of 299 rated insurance

Job description

GET MORE OUT OF YOUR CAREER

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

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THIS CAREER OFFERS YOU:

  • Stipends for training and licensing to help you get started.
  • The ability to positively impact someone else's life.
  • Personalized mentoring and award-winning training programs.
  • Backing by Northwestern Mutual, an industry leader with a proven track record of success.

______________________________________________________________________

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

  • You know how to connect with people, building personal, trusted relationships.
  • Financial planning is interesting to you.
  • You’re a driven person who’s committed to succeeding.
  • You’re ready to earn more for your hard work.
  • You enjoy helping people make more informed, confident decisions.
  • You're ready to live the life you want, both personally and professionally.

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A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

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INCOME GROWTH OPPORTUNITY:

Average vs Top 25%

Year 1 | $52,000 - $106,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

Beyond income, you'll also have access to a comprehensive benefits package:

  • Comprehensive medical insurance
  • Two pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Reimbursement for licensing and ongoing education

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We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

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*** Financial Representative | Financial Advisor | Wealth Management Advisor ***

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About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services.

Recent Awards and Accolades:

-FORTUNE 97 (FORTUNE 500, 2017)

-One of the “World’s Most Admired” life insurance companies (FORTUNE Magazine, 2017)

-Best Places to Work #67 (Glassdoor, 2018)

-Highest Rated CEO's (Glassdoor, 2017)

-50 Best Companies for Diversity (Black Enterprise Magazine, 2016)

-50 Best Companies to Sell For (Selling Power Magazine, 2016)

Job Type: Full-time

Salary: $52,000.00 to $106,000.00 /year

Education:

  • Bachelor's (Required)

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

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Get the full story on Breakroom

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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

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