Financial Advisor Jobs
Financial Advisor jobs are open across wealth management, banking, insurance, and independent advisory firms, from entry-level associate to senior and partner roles, with specializations in retirement planning, investment management, and estate planning. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
Our financial advisors at Northwestern Mutual 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. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
ROLE AND RESPONSIBILITIES
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
BASIC QUALIFICATIONS
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed – extensive training platform provided.
PREFERRED QUALIFICATIONS
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 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.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 90
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
- Best Places to Work #82 (Glassdoor, 2021)
- 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)
- Top 125 Training Program (Training Magazine, 2017)
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
- With $290 billion in assets, $28.2 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 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 $161 billion of client assets as a part of its wealth management and investment services.
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
- In-person
- Office
Job Type: Full-time
Pay: $50,000.00 - $1,480,000.00 per year
Education:
- Bachelor's (Preferred)
Experience:
- professional: 2 years (Preferred)
Ability to Commute:
- Houston, TX 77079 (Required)
Work Location: In person
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Find Financial Advisor JobsFinancial Advisor Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Bank of America242

- First Command Financial Services153

- Equitable Advisors70

- Lpl Financial58

- Northwestern Mutual50

Top Industries Hiring
- Banking & Financial Services337
- Insurance169
- Investment & Asset Management167
- Accounting & Auditing44
- Consulting & Professional Services32
What Employers Look For
The qualifications that appear most often in financial advisor jobs.
- Active Series 7 and Series 66 licenses or willingness to obtain them
- CFP designation or demonstrated progress toward completion
- Two or more years of client-facing financial advisory or wealth management experience
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Proven ability to develop and retain a personal book of business
- Bachelor's degree in finance, business, economics, or a closely related field
Tips for Your Financial Advisor Job Search
Lead your resume with designations
Your Series 7, Series 66, CFP, or CFA credential should appear at the top of your resume before your work history. Recruiters screen for licensure first, and a buried credential can cost you an interview you would have otherwise passed.
Quantify your book of business
Hiring managers want to see assets under management, client retention rates, and revenue generated, not just job duties. Replace phrases like 'managed client portfolios' with figures that show the actual scale of your work and your growth over time.
Target firms by their client minimum
A wirehouse focused on ultra-high-net-worth clients expects a different background than an RIA serving mass-affluent households. Read each firm's stated client minimum before applying so your cover letter reflects a realistic fit with their actual business model.
Apply early to roles that fit
Migrate Mate lists financial advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing. Applying early keeps your application out of the late-stage pile.
Prepare a client scenario walkthrough
Final-round interviews often include a case where you build a sample financial plan for a hypothetical client. Practice walking through a goal-based recommendation that covers risk tolerance, time horizon, asset allocation, and tax considerations in under ten minutes.
Negotiate your payout structure, not just base
Many financial advisor offers involve a grid or tiered payout on production rather than a fixed salary increase. Before accepting, model out what the payout structure means at your expected book size so you're comparing real earning potential, not headline numbers.
Financial Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most financial advisors?
The companies hiring the most financial advisors right now include Bank of America, First Command Financial Services, and Equitable Advisors, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of June 2026. Demand is highest at firms actively expanding their retail wealth management and retirement planning practices.
How many financial advisor jobs are remote?
About 9% of financial advisor openings are fully remote or hybrid as of June 2026, with remote options most common in fee-only planning, virtual RIA practices, and insurance-based advisory roles. Roles that require in-person client relationship development or branch-based sales are least likely to offer remote arrangements.
How do you become a financial advisor?
Start by earning a bachelor's degree in finance, economics, or business, then pass the Series 7 and Series 66 exams to obtain the licenses most employers require before you can work with clients. Many advisors then pursue the CFP designation, which involves additional coursework, a board exam, and a required number of hours of professional experience. Entry-level roles at brokerages or banks are the most common starting point.
Can you get hired as a financial advisor with little experience?
Yes, firms regularly hire candidates with limited direct advisory experience, particularly for associate advisor or financial planning assistant roles designed to develop new talent. A completed Series 7 exam, a finance-related degree, and demonstrated interest in client relationship development carry significant weight at this level. Some wirehouses and insurance firms also run structured new-advisor programs that provide training and a salary draw against future production.
What does the financial advisor interview process look like?
Most processes start with a recruiter screen focused on your licensing status and book-of-business history, followed by a hiring manager interview covering your client acquisition approach and investment philosophy. Final rounds often include a case study where you build a sample financial plan for a hypothetical client and present it to a panel. Background and credit checks are standard before any offer is extended.
Where can I find and apply to financial advisor jobs?
You can find and apply to financial advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience and specialization, then apply directly to each one that fits your goals.
See All 879+ Financial Advisor Jobs
Jump back to the full list of openings and apply to any financial advisor role that fits.
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