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Entry Level Financial Advisor Training Jobs (NOW HIRING)

Baird

Financial Advisor in Training

Yakima, WA · On-site

$60K - $100K/yr

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

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.

Baird

Financial Advisor in Training

Yakima, WA · 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.

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

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

As of Jun 3, 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

New York Life Iowa General Office

Cedar Rapids, IA

$50K - $70K/yr

Full-time

Posted 24 days ago

Job description

Join us at New York Life as an Entry-Level Financial Advisor, where you’ll have the opportunity to make a meaningful impact by guiding clients toward their financial aspirations. You'll become part of a vibrant team in a company that prioritizes continuous learning and collaboration. In this role, we offer you comprehensive training and mentorship, empowering you with the skills needed to excel in the insurance industry. We're committed to your success, providing avenues for career growth and competitive compensation packages. With New York Life's esteemed market position and stellar reputation, you'll be equipped to build enduring relationships and trust with clients. Let’s work together to shape a brighter financial future for those we serve.

Compensation:

$50,000 - $70,000 yearly


Responsibilities:
  • Guide clients in identifying their financial goals and developing personalized strategies to achieve them.
  • Build and maintain strong, trusting relationships with clients through regular communication and exceptional service.
  • Collaborate with team members to share insights and strategies, fostering a supportive and innovative work environment.
  • Stay informed about industry trends and changes to provide clients with the most current and relevant advice.
  • Utilize New York Life's comprehensive training resources to continuously enhance your financial advising skills.
  • Conduct thorough financial assessments to understand clients' needs and recommend suitable insurance products.
  • Participate in community events and networking opportunities to expand your client base and professional network in Cedar Rapids, IA.

Qualifications:
  • Experience in customer service or sales, demonstrating strong interpersonal skills.
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of building and maintaining client relationships through trust and integrity.
  • Eagerness to learn and adapt in a dynamic industry, utilizing New York Life's training resources.
  • Strong analytical skills to conduct thorough financial assessments and recommend suitable products.
  • Ability to work collaboratively within a team, sharing insights and strategies for mutual success.
  • Proficiency in using digital tools and platforms to enhance client communication and service delivery.

About Company

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/