Top 4 Financial advisor in training Jobs in Columbus

Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
- $65,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Entry level
- Paid training
- Health savings account
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. Receive extensive mentorship and training to develop into a financial planner.
$50,000 - $100,000 a year

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financial advisor in training jobs near columbus

Financial Advisor (Training and Licensing Provided)

Northwestern Mutual -
Columbus, OH

Quick Apply

Job Details

Full-time
$65,000 - $200,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Financial planning services
Pension plan
Parental leave
Vision insurance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Investment
Customer relationship building
Sales
Client relationship development
Entrepreneurship
Bachelor's degree
Insurance planning
Time management

Full Job Description

Financial Advisors at Northwestern Mutual-Upper Arlingtonhelp their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Enhance your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

As a Northwestern Mutual Financial Advisor:

1. Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.

2. Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

· Competitive grid rates

· Production-based compensation

· Bonus programs and expense allowances

· Support for continuing education; e.g. CFP®, ChFC®, RICP®

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have:

· 4-year degree from an accredited institution; MBA preferred

· Series 6 or 7 and Series 63 or 66

· Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts

· Desire for continuous learning

· Prior management or business ownership experience preferred

· Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· Fortune 100 company (2025)

· Forbes' Best Employers for Diversity (2018-2025)

· Forbes' Best Insurance Companies (2026)

· Top 10 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2025)

· $335 billion (retail investment client assets held or managed)

Job Type: Full-time

Pay: $65,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid training
Parental leave
Retirement plan
Vision insurance

Education:

Bachelor's (Preferred)

Ability to Commute:

Columbus, OH 43221 (Required)

Work Location: In person

Quick Apply

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financial advisor in training jobs in columbus

Financial Advisor (Training and Licensing Provided)

Paraplanner

Wealth Management Trainee (OH)

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