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Entry Level Financial Advisor Training Jobs (NOW HIRING)

PlanRight Finances

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Entry Level Financial Advisor

Bremen, OH · Remote

$54K - $150K/yr

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

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Entry Level Financial Advisor Training information

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$36K

$102.1K

$144K

How much do entry level financial advisor training jobs pay per year?

As of Jun 9, 2026, the average yearly pay for entry level financial advisor training 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 are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need a foundational understanding of finance and economics, typically supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and progress toward certifications like the Series 7 or Series 66 is often required. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for accurately assessing client needs, providing tailored advice, and succeeding in a competitive financial services environment.

What are some common challenges faced by entry-level financial advisors during the initial training period?

During the initial training period, entry-level financial advisors often encounter challenges such as building a client base from scratch, mastering complex financial products, and adapting to a highly regulated environment. Balancing the need to meet sales targets while developing trusted client relationships can also be demanding. However, most firms provide structured mentorship, comprehensive training programs, and ongoing support to help new advisors build confidence and develop the necessary skills for long-term success.

What is an entry level financial advisor training program?

An entry level financial advisor training program is a structured educational and practical experience designed to prepare individuals for a career as a financial advisor. These programs typically offer coursework in financial planning, investment strategies, client communication, and regulatory compliance, as well as mentorship and hands-on experience. Trainees may also study for relevant certifications, such as the Series 7 or CFP, while gaining exposure to real-world client interactions. The goal is to equip participants with the knowledge and skills necessary to advise clients on financial matters and build a client base.

What is the difference between Entry Level Financial Advisor Training vs Financial Advisor?

AspectEntry Level Financial Advisor TrainingFinancial Advisor
CertificationsOften includes CFP, Series 7, Series 66Requires certifications like CFP, Series 7, Series 66
Work EnvironmentTraining programs, mentorship, entry-level rolesClient meetings, financial planning, portfolio management
Employer & Industry UsageUsed by firms to prepare new advisorsPracticing professionals providing financial advice

Entry Level Financial Advisor Training is a preparatory phase focusing on education and skill development for aspiring financial advisors. In contrast, a Financial Advisor is a professional actively providing financial planning and investment advice to clients. The training helps individuals meet certification requirements and gain industry knowledge, while experienced advisors serve clients directly. Both roles often require similar certifications and work within the same industry environment.

What cities are hiring for Entry Level Financial Advisor Training jobs? Cities with the most Entry Level Financial Advisor Training job openings:
What are the most commonly searched types of Financial Advisor Training jobs? The most popular types of Financial Advisor Training jobs are:
Entry Level Financial Advisor Training jobs near you

Entry Level Financial Advisor

PlanRight Finances

Bremen, OH • Remote

$54K - $150K/yr

Other

Posted 7 days ago

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Job description

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong foundation in financial planning, portfolio management, and insurance analysis, with opportunities for advancement into senior advisory positions, specialization in investment products, and deeper financial planning roles. Daily use of financial planning software will support client management and strategy development in a non-travel position.

Responsibilities

  • Develop and implement financial planning strategies for individual clients
  • Manage client investment portfolios with attention to diversification and risk
  • Conduct insurance analysis and provide recommendations
  • Facilitate retirement planning tailored to client goals
  • Engage in insurance sales to complement client financial plans

Preferred Qualifications

  • Entry-level experience in financial advising
  • Strong client communication skills
  • Effective problem-solving abilities
  • Excellent attention to detail
  • Good time management skills
  • Self-motivated and goal-oriented mindset