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Entry Level Financial Advisor Training Jobs (NOW HIRING)

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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$144K

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

As of Aug 6, 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.

How to become an entry level financial advisor training?

To become an entry-level financial advisor, individuals typically complete a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial products and markets. Many employers require passing licensing exams such as the Series 7 and Series 63, and developing strong communication and analytical skills is essential for success in training programs and client interactions.

How to become an entry level financial advisor?

To become an entry-level financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as financial planning, investment analysis, and client communication is important, and obtaining certifications like the Series 7 or Series 66 license is often required by employers. Entry-level roles may also require passing licensing exams and completing training programs offered by financial firms.

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.

Where should I start if I want to train as an entry level financial advisor?

To train as an entry level financial advisor, start by obtaining a bachelor's degree in finance, economics, or a related field. Gain knowledge of financial planning, investment strategies, and client management, and consider pursuing relevant certifications such as the Series 7 or Series 66 license. Entry-level roles often involve on-the-job training and mentorship programs within financial firms or advisory companies.

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

Financial Advisor - Training Provided

True Path Financial

Kalispell, MT • On-site, Remote

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 10 days ago

Job description

Description
Financial Advisor (Entry-Level or Experienced)
Build a Career with Purpose. Create Your Own Success.
At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others.
As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry-leading training, mentorship, and resources designed to help you succeed.
This is more than a job-it's an opportunity to build your own career with the support of an established organization committed to your growth.
What You'll Do
  • Build and maintain long-term client relationships
  • Help clients identify financial goals and develop personalized strategies
  • Educate clients on a variety of financial and insurance solutions
  • Expand your network through referrals, community involvement, and professional relationships
  • Participate in ongoing training, mentorship, and professional development opportunities
  • Develop a practice that reflects your strengths, interests, and career goals

Why Join True Path Financial?
  • Comprehensive training and mentorship program
  • Clear path for career advancement and professional growth
  • Access to innovative planning tools and technology
  • Flexible schedule with hybrid work opportunities
  • Business-minded environment with the support of an established firm
  • Collaborative team culture focused on personal and professional success
  • Competitive compensation with upside earning potential

Compensation
$50,000 - $150,000+ per year
  • Commission-based compensation
  • Performance incentives and bonus opportunities
  • Income potential based on production and business growth

Benefits
  • 401(k)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Flexible Schedule
  • Professional Development Assistance
  • Referral Program
  • Retirement Plan

Job Details
Job Type: Full-Time, Contract
Work Location: Hybrid (Kalispell, MT)
Relocation: Preferred but not required
Schedule: Flexible
This position is not fully remote and may require in-person client meetings, training, and office collaboration.
Responsibilities
• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications
Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and Strong Work Ethic.
• Business-Minded Spirit.
• Confidence and Resilience.

Apply