Financial Security Advisor Jobs
Financial Security Advisor jobs are open across insurance carriers, wealth management firms, banking institutions, and credit unions, at every level from entry-level associate to senior advisor and regional director, with specializations in retirement planning, life insurance, and investment portfolio management. Find a role that fits below and apply directly.
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Showing 5 of 11,700+ Financial Security Advisor jobs
Financial Advisor (Training Provided)
LOCAL candidates only. Must live in the Greater Milwaukee/Waukesha area or already plan to be moving here.
Finance or sales experience are not necessary, but Heart, Grit, and Determination are required.
If you’re searching for purpose, we’re ready to show you the path. Are you ready to build a rewarding career with a vibrant, supportive team? We're on the lookout for authentic, driven individuals who want to make a real difference in the lives of others. Join our fast-growing team as a Financial Representative/Advisor and become part of a firm that truly believes in your potential.
At Northwestern Mutual Waukesha, we are in business for ourselves—but never by ourselves. Our culture is built on belief in people, a shared mission to help others, and the freedom to create a career that reflects who you are.
Why You'll Love Our Culture:
Supportive Environment:
We don’t just hire advisors—we invest in their success. Our team thrives on camaraderie, mentorship, and leadership. We set high expectations and balance them with a lot of fun, including team-building events that forge strong bonds and lasting friendships.
Empowerment & Freedom:
Here, you’re in control. Enjoy the freedom to shape your own career path, manage your schedule, and grow your client base in a way that aligns with your values and goals. We believe in giving you the space to lead your practice—while always having your back when you need it.
Authenticity & Purpose:
We’re looking for people who lead with heart and authenticity—individuals who want more than just a paycheck. If you believe in doing meaningful work, helping others succeed, and pushing through challenges with grit and determination, you’ll fit right in.
Diverse Backgrounds Welcome:
Our advisors come from all walks of life: teaching, military, marketing, social work, restaurant management, IT, engineering, and sports coaching. We value unique perspectives and believe your story strengthens our team.
What You’ll Do:
· Build and maintain trusted client relationships by learning what matters most to individuals, families, and business owners and helping them identify financial priorities.
· Guide clients through a comprehensive financial planning process, including goal setting, risk management, wealth accumulation, retirement planning, and other long-term financial needs.
· Conduct client meetings, gather relevant financial information, and collaborate with experienced advisors and specialists to develop personalized financial strategies.
· Provide ongoing service by reviewing financial plans regularly and adjusting recommendations as clients’ goals, families, careers, and businesses evolve.
· Complete required licensing, training, and continuing education while developing the knowledge and skills needed to build an independent financial practice.
· Manage day-to-day business development activity, follow-up, scheduling, and pipeline management with accountability and consistency.
· Participate in coaching, mentorship, team meetings, and professional development opportunities to continuously strengthen your practice.
What We Offer:
Comprehensive Training & Mentorship:
Industry-leading training tailored to you. You’ll receive one-on-one coaching, ongoing education, and real-time support to help you grow confidently and competently.
A Career That Matters:
More than just a job—this is a mission. You’ll help individuals, families, and businesses achieve financial security and peace of mind.
Pay: $50,000.00 - $500,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Waukesha, WI 53188
Financial Advisor (Training Provided)
LOCAL candidates only. Must live in the Greater Milwaukee/Waukesha area or already plan to be moving here.
Finance or sales experience are not necessary, but Heart, Grit, and Determination are required.
If you’re searching for purpose, we’re ready to show you the path. Are you ready to build a rewarding career with a vibrant, supportive team? We're on the lookout for authentic, driven individuals who want to make a real difference in the lives of others. Join our fast-growing team as a Financial Representative/Advisor and become part of a firm that truly believes in your potential.
At Northwestern Mutual Waukesha, we are in business for ourselves—but never by ourselves. Our culture is built on belief in people, a shared mission to help others, and the freedom to create a career that reflects who you are.
Why You'll Love Our Culture:
Supportive Environment:
We don’t just hire advisors—we invest in their success. Our team thrives on camaraderie, mentorship, and leadership. We set high expectations and balance them with a lot of fun, including team-building events that forge strong bonds and lasting friendships.
Empowerment & Freedom:
Here, you’re in control. Enjoy the freedom to shape your own career path, manage your schedule, and grow your client base in a way that aligns with your values and goals. We believe in giving you the space to lead your practice—while always having your back when you need it.
Authenticity & Purpose:
We’re looking for people who lead with heart and authenticity—individuals who want more than just a paycheck. If you believe in doing meaningful work, helping others succeed, and pushing through challenges with grit and determination, you’ll fit right in.
Diverse Backgrounds Welcome:
Our advisors come from all walks of life: teaching, military, marketing, social work, restaurant management, IT, engineering, and sports coaching. We value unique perspectives and believe your story strengthens our team.
What You’ll Do:
· Build and maintain trusted client relationships by learning what matters most to individuals, families, and business owners and helping them identify financial priorities.
· Guide clients through a comprehensive financial planning process, including goal setting, risk management, wealth accumulation, retirement planning, and other long-term financial needs.
· Conduct client meetings, gather relevant financial information, and collaborate with experienced advisors and specialists to develop personalized financial strategies.
· Provide ongoing service by reviewing financial plans regularly and adjusting recommendations as clients’ goals, families, careers, and businesses evolve.
· Complete required licensing, training, and continuing education while developing the knowledge and skills needed to build an independent financial practice.
· Manage day-to-day business development activity, follow-up, scheduling, and pipeline management with accountability and consistency.
· Participate in coaching, mentorship, team meetings, and professional development opportunities to continuously strengthen your practice.
What We Offer:
Comprehensive Training & Mentorship:
Industry-leading training tailored to you. You’ll receive one-on-one coaching, ongoing education, and real-time support to help you grow confidently and competently.
A Career That Matters:
More than just a job—this is a mission. You’ll help individuals, families, and businesses achieve financial security and peace of mind.
Pay: $50,000.00 - $500,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Waukesha, WI 53188
See All 11,700+ Financial Security Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsFinancial Security Advisor Job Market
Who's Hiring
- JPMorganChase1,509
- Sally Beauty1,275
- H&M374
- Bank of America293
- First Command Financial Services211
Top Industries Hiring
- Banking & Financial Services1,217
- Investment & Asset Management1,041
- Fintech854
- Insurance94
- Automotive59
What Employers Look For
The qualifications that appear most often in financial security advisor jobs.
- Active state Life and Health insurance license required
- Series 6 or Series 7 FINRA registration preferred or required
- 2 or more years of financial sales or advisory client-facing experience
- CFP, ChFC, or CLU designation is a strong differentiator
- Demonstrated ability to build and retain a personal client book
- Proficiency with CRM platforms and financial planning software
Tips for Your Financial Security Advisor Job Search
Lead your resume with production metrics
Hiring managers for financial security advisor roles want to see client retention rates, assets under advisement, and revenue generated. Quantify your book of business and policy sales volume rather than listing duties, so your resume signals commercial impact from the first line.
Tailor credentials to each employer type
A captive insurer cares most about your Life and Health license and Series 6, while an independent RIA will scan for CFP or Series 65. Match the certifications you lead with on your resume to what that specific employer emphasizes in their posting.
Apply early to roles that fit
Migrate Mate lists financial security advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client segment
Filter openings by the client demographic the employer serves, whether mass-market, high-net-worth, or small business. Your experience advising retirees on income distribution reads very differently to a firm focused on business succession planning, so signal the right segment fit clearly.
Prepare a client scenario for the interview
Most final-round interviews for this role include a case study or role-play where you walk through a needs analysis. Practice presenting a coverage gap discovery, recommending a solution, and handling an objection about cost so you can demonstrate your discovery process live.
Negotiate your grid structure, not just base pay
Compensation for financial security advisors is usually a mix of base salary, commission grid, and renewals or trails. When an offer comes, ask for the full payout grid and understand the production thresholds required to reach each tier before you accept.
Financial Security Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most financial security advisors?
The companies hiring the most financial security advisors right now include JPMorganChase, Sally Beauty, and H&M, with the largest share of openings in Texas, Florida, and California, based on current listings on Migrate Mate as of November 2026. Demand is consistent across both captive insurance carriers and independent broker-dealer networks.
How many financial security advisor jobs are remote?
About 33% of financial security advisor openings are fully remote or hybrid as of November 2026, though fully in-office roles remain common for client-facing positions at regional branches. Sub-areas such as financial planning support, case design, and virtual advisory practices tend to offer the highest remote flexibility compared to territory-based sales roles.
How do you become a financial security advisor?
Start by obtaining your state Life and Health insurance license, which requires completing a pre-licensing course and passing the state exam. From there, pursue FINRA licensing if you plan to sell securities products, then join a carrier, broker-dealer, or independent agency to build your client base. Adding a CFP or ChFC designation over time strengthens your credibility and expands the planning services you can offer clients.
Can you get hired as a financial security advisor with little experience?
Yes, many carriers and agencies hire entry-level advisors and provide licensing sponsorship and structured training programs. Employers look for candidates who demonstrate strong interpersonal skills, a network they can prospect from, and a genuine interest in financial planning. Starting in a support or case-management role at a larger firm is a practical way to build your credentials before moving into a full advisory seat.
What does the financial security advisor interview process look like?
The process typically begins with a phone screen focused on your sales background and licensing status, followed by a first-round interview with a branch manager or recruiter covering your prospecting approach and client philosophy. Final rounds often include a needs-analysis role-play or case study where you walk through a client scenario. Some employers also administer a personality or behavioral assessment before extending an offer.
Where can I find and apply to financial security advisor jobs?
You can find and apply to financial security advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience, licensing, and preferred client segment, then apply directly to each listing from the page.
See All 11,700+ Financial Security Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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