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Entry Level Fidelity Financial Advisor Jobs in Indiana

Raising Cane's

Cook - Morning Shift

Kokomo, IN · On-site

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Nights/Weekends

Avon, IN

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Lafayette, IN · On-site

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entry Level Fidelity Financial Advisor information

What is the difference between Entry Level Fidelity Financial Advisor vs Financial Planner?

AspectEntry Level Fidelity Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or other certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles
Job FocusSales, client onboarding, investment recommendationsComprehensive financial planning, long-term strategy

Entry Level Fidelity Financial Advisors typically focus on sales and client onboarding within financial firms, often holding securities licenses. Financial Planners provide broader, long-term financial advice, often with advanced certifications like CFP. While both roles involve client interaction and financial knowledge, the Financial Planner role emphasizes comprehensive planning beyond investment products.

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Entry Level Fidelity Financial Advisor jobs near you
Infographic showing various Entry Level Fidelity Financial Advisor job openings in Indiana as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Indianapolis, IN

$76K/yr

Full-time

Posted 4 days ago

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

86th of 298 rated insurance

Job description

Are you ready to start building a financial practice—without needing prior experience?

Today’s technology—powered by AI—handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes.


At Principal, we specialize in developing new advisors and helping them succeed in the business market. You’ll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management—all while learning how to apply them in real-world situations. In this role, you’ll leverage Principal’s platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.


What You’ll Do:

  • Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach—eliminating the guesswork of where to start
  • Begin building and growing your own client base within the small and mid-sized business market
  • Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients
  • Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching
Compensation:

$76,000 at plan earnings


Responsibilities:
  • Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
  • Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
  • Complete a structured training program focused on financial planning, business development, and client relationship management
  • Identify and connect with prospective clients using AI-powered technology, networking, and community engagement
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients

Qualifications:
  • Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred
  • Self-motivated with a strong desire to learn and grow
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Interest in financial planning, wealth management, and helping clients achieve long-term financial success
  • Strong communication and interpersonal skills
  • Demonstrated ability to build trust and develop professional relationships

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

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