1

Financial Advisor Training Program Jobs (NOW HIRING)

Be Seen First

... training programs. • Backing by Northwestern Mutual, an industry leader with a proven track ... Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern ...

Be Seen First

... training programs. • Backing by Northwestern Mutual, an industry leader with a proven track ... Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern ...

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$70K - $95K/yr

Financial Advisor- Beer Financial Group Becoming a Financial Advisor Becoming a financial advisor ... Our award-winning training programs equip you with the education, skill-building, and development ...

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Showing results 21-40

Financial Advisor Training Program information

See salary details

$36K

$102.1K

$144K

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

As of Jul 30, 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:
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 Provided

Northwestern Mutual

Monroeville, PA • On-site

$50K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 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 73 frontline employees who took The Breakroom Quiz

160th of 299 rated insurance


Job description

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.
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.
A CAREER WITH ENDLESS OPPORTUNITIES
This career is 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 $85,000 in their first year, and there is potential for much more.
What’s the catch? The first years can be challenging as you’re learning the business. However, the trade-off is that you get to define what success looks like.
INCOME GROWTH OPPORTUNITY:
NEO's Average vs Top 25% vs Top 10%
Year 1- 4 | $85,817 - $201,139- $302,225
Year 5+ |$620,590 - $1,476,704 - $1,840,288
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
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, B2B, B2C, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, 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.
This career is ideal for someone who has the below characteristics:
•Thrives in a high-pressure environment
•Innovative - Prefers working in unconventional ways or on tasks that require creativity
•Achievement-Oriented - Enjoys taking on challenges, even if they might fail
•People-Oriented - Enjoys interacting with people and working on group projects
*** Financial Representative | Financial Advisor | Wealth Management Advisor ***
About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 162 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 $350 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 5 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.
Job Type: Full-time
Pay: $50,000.00 - $110,000.00 per year
Location:
• Monroeville, PA (Required)
Company Description
Northwestern Mutual provides comprehensive financial services and creative solutions designed to meet the investment and financial needs of individuals, families, and businesses – with a focus on holistic, long-term planning. There are very few people we can’t help in some capacity, and we have a team of specialists that are the finest in the world. One in three people we sit down with will become a client and almost 97% of our clients stay with us for life.

Company Description

Northwestern Mutual provides comprehensive financial services and creative solutions designed to meet the investment and financial needs of individuals, families, and businesses – with a focus on holistic, long-term planning.
There are very few people we can’t help in some capacity, and we have a team of specialists that are the finest in the world. One in three people we sit down with will become a client and almost 97% of our clients stay with us for life.

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